Jordan Worley is a CFP® certificant with three years of industry experience, currently serving as an advisor at Coffman Wealth Advisors, LLC since 2025. He has prior experience at Northwestern Mutual in various capacities from 2016 to 2019 and also holds a senior accounting role at Coffman and Company, P.C. Worley serves as a trustee on the Board of Trustees and on committees for the Missouri Baptist Foundation and its subsidiary, Straightway Holdings, Inc. Coffman Wealth Advisors, LLC is a fee-only registered investment adviser serving individuals, pension and profit-sharing plans, and businesses. The firm applies Modern Portfolio Theory through a combination of passive and active investment vehicles and provides both discretionary portfolio management and financial planning services.

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.