Jordan Wealth Management

Tracey Corta is a financial advisor at Jordan Wealth Management with 22 years of industry experience. She holds a Series 65 designation and has been a partner at Jordan & Company, a CPA firm, since 1998. In addition to her advisory work, she delivers accounting services and performs administrative duties at the firm. Jordan Wealth Management provides investment management and retirement plan advisory services, primarily serving individual and high-net-worth clients. The firm employs a buy-and-hold investment approach based on Modern Portfolio Theory, using passively managed, institutional mutual fund share classes to emphasize diversification and cost control.

Angela Sleight is a CFP® professional with 21 years of industry experience. She is affiliated with Jordan Wealth Management and has been a principal and CPA at Jordan & Company, Chartered, an accounting firm providing tax preparation, financial statement preparation, and financial planning services since 1995. Jordan Wealth Management serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans and other institutional clients. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, using primarily passively managed mutual funds supplemented by individual equities and fixed-income securities.

Melinda Tuia is a financial advisor with Jordan Wealth Management in Pocatello, ID, holding a Series 65 designation and seven years of industry experience. She has been with Jordan & Company Chartered since 2015 and previously operated as a sole proprietor. Tuia is also a CPA and partner in an affiliated accounting firm, where she prepares tax returns and financial statements. Jordan Wealth Management serves individuals, corporate pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary portfolio management along with retirement-plan advisory services. The firm employs a Modern Portfolio Theory-based approach, focusing on long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed income.

Andrew Smart is a Series 65-licensed financial advisor with Jordan Wealth Management in Pocatello, Idaho, bringing 15 years of industry experience. He has been with Jordan & Company since 2007. Jordan Wealth Management serves individual, corporate pension, profit-sharing, and institutional clients by providing discretionary and non-discretionary portfolio management alongside retirement-plan advisory services. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing long-term, buy-and-hold strategies using primarily passively managed mutual funds supplemented by individual equities and fixed-income securities.