Kathryn Jordan

Meet the team that is driven by your success.

Kathryn Jordan

Job Title:
Operations Manager
Years with the Firm:
Started December 2020
Education/Certifications:
Graduating with a Bachelor of Science in Accounting from Wright State University in Spring of 2021
What I love about Pohlman & Talmage:
I love that the firm genuinely cares about both its clients and employees and wants to see them succeed
If you could have any superpower, what would it be
I would pause time. Sometimes I feel like there’s never enough time in the day!
What would be your dream job (assuming you had the necessary skills)?
A lifestyle blogger. I would spend all my time baking, cooking, crafting, and creating. Basically, I’d want to be the next Joanna Gaines
If you could live anywhere in the world, where would you live?
I would like to live in a place like London or New York City – somewhere busy and full of arts and culture
What does your “casual” photo says about you?
I love both cooking and baking, I spend a lot of my free time in the kitchen.
Family
My husband, our two dogs – Daisy and Wally, and our two cats – Rex and Breakfast

Find us online

Check the background of your financial professional on FINRA’s BrokerCheck

Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC, Investment Advisory services offered through Avantax Advisory Services℠, Insurance services offered through an Avantax affiliated Insurance Agency.

The Avantax family of companies exclusively provide financial products and services through its financial representatives. Although Avantax Wealth Management℠ does not provide or supervise tax or accounting services, Avantax Representatives may offer these services through their independent outside business. Content, links, and some material within this website may have been created by a third party for use by an Avantax affiliated representative. This content is for educational and informational purposes only and does not represent the views and opinions of Avantax Wealth Management℠ or its subsidiaries. Avantax Wealth Management℠ is not responsible for and does not control, adopt, or endorse any content contained on any third party website.
This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.
Investments & Insurance Products: Are not insured by the FDIC or any federal government agency- Are not deposits of or guaranteed by the bank or any bank affiliate- May lose Value.

Avantax Investment Services℠ and Avantax Advisory Services℠ are not affiliated with Pohlman, Talmage, Brown & Campbell CPAs, Inc.

Kathryn Jordan

Kathryn Jordan

Links

Other Links

Our Newsletter

Find us online