Jordan & Associates Principals

Jim Jordan started the firm in 1978 and is an Enrolled Actuary. He graduated from Sonoma State College in 1970 with a B.A. in Mathematics and has 40 years of qualified retirement plan experience.

Paul Thomson passed away on April 28, 2010. He had been with the firm since 1989 and became a principal in 1991. He graduated from Sonoma State College in 1975 with a B.S. in Mathematics and had 35 years of qualified retirement plan experience. He will be missed.

Amanda Mac Kenzie has been with the firm since 1998 and became a principal in 2005. She is an Enrolled Retirement Plan Agent and is an American Society of Pension Professionals and Actuaries Qualified Pension Administrator She graduated from Pace University with a B.A. in English. She has 22 years of qualified retirement plan experience.

Kelly Thompson has been with the firm since 1991 and became a principal in 2005. She is an Enrolled Retirement Plan Agent and is an American Society of Pension Professionals and Actuaries Certified Pension Consultant, Qualified Pension Administrator and Qualified 401(k) Administrator. She has 21 years of qualified retirement plan experience.