Jordan Worley is a CFP® professional with two years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC. Prior to joining Coffman Wealth Advisors in 2025, he held roles at Northwestern Mutual from 2016 to 2019 and provides accounting and tax services at Coffman and Company, P.C. He serves as a trustee on the Board of Trustees and participates in committees for both the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser offering discretionary portfolio management, financial planning, and retirement plan consulting to individuals, businesses, and pension plans. The firm employs an investment approach based on Modern Portfolio Theory, integrating passive and active investment vehicles to construct diversified portfolios, and is affiliated with the accounting firm Coffman and Company, P.C.

Betsy Mays is a CFP® professional at Coffman Wealth Advisors, LLC with one year of experience in investment management. She is also a shareholder at Coffman and Company, P.C., an accounting firm providing accounting, tax compliance, bookkeeping, and payroll tax compliance services. Coffman Wealth Advisors primarily serves institutional clients and plan sponsors, offering investment management and retirement plan services. The firm employs a fee-only approach and combines passive and active asset allocation strategies guided by modern portfolio theory.