Who We Are

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Jordan Stefanov

Director of Operations

Jordan, our Director of Operations, is a proud Indiana University alum. He graduated with his bachelor’s degree in Marketing and International Business and began his career in the financial industry. Jordan has spent over a decade working with several industry leaders to hone his skills in operations, and he is excited to apply that knowledge at GDS. Here, Jordan works closely with advisers to ensure they are implementing best practices, oversees all of the office operations, and manages day-to-day tasks on the operations side of our company. He was initially drawn to operations because of the emphasis on clients and relationships over selling, and he lives out that philosophy every day in his role as Director of Operations. The client is truly Jordan’s focus. He is committed to helping every client have a positive experience with GDS. We are glad to have him on our team!  

Outside of work, Jordan and his wife, Paola, are proud pet parents to their COVID baby, BonBon the goldendoodle. When they aren’t spending time with their adorable dog, the couple enjoys traveling and seeing as much of the world as possible. Some of Jordan’s favorite trips have been to Mazatlán, Egypt, Asia, and Italy. Originally from Bulgaria, Jordan travels there frequently and always tries to visit a new place while he is en route. If you know of any must-see European destinations, especially family-friendly spots, be sure to share them with Jordan next time you see him! Jordan and Paola are excited to welcome their first child later this year.  

Jordan is also a huge sports fan. Although none of his favorite teams—the Colts, Pacers, and Hoosiers—are based in Texas, he is a great sport and will celebrate a win from either state!

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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