Client Servicing Representative
Jordan Peck serves as a Client Servicing Representative for Carlson Capital Management. She is the welcoming colleague you will see when you visit our Rochester office and one of the voices you may hear when you call into the firm. Jordan assists clients with account openings, fund transfers and other account servicing needs. In addition, she works with the Rochester advisory team and specialists by handling key administrative functions. Jordan is responsible for office management, hospitality, scheduling meetings and preparing materials for client presentations.
Jordan attended Rochester Community Technical College where she pursued and earned certification as a registered nursing assistant. She worked in nursing-related roles for three years. Jordan then went on to work at the Mayo Clinic where she served for six years in administrative and office management roles. She enjoys volunteering and has been particularly active helping with projects and events that raise funds for cancer research. In her free time, Jordan most enjoys spending time with her friends and family. She especially enjoys family time camping in Spring Valley where they take in dirt track racing. Jordan grew up in Rochester where she now resides with her husband, Mike, and their two children.