Portfolio Advisors Blog

Jordan joined Portfolio Advisors in 2016 with a passion to assist clients reach financial goals. Before starting with Portfolio Advisors, Jordan began his career with Mutual of Omaha as a financial advisor specializing in risk management applications and earned the Life Underwriter Training Counsel FellowSM designation. He graduated from California State University, Fresno receiving a B.S. in Construction Management and a minor degree in General Business in 2015. Jordan is a member of Fresno's Leading Young Professionals and National Association of Insurance and Financial Advisors. Jordan, in his free time, enjoys exercising and traveling.

Mike's dad started the firm some 25 years ago and Mike continues his legacy as a partner in the firm. He uses his experience and expertise in the business to help clients spot areas of their financial situations that need attention and advises on how to address these areas. He received his B.S. degree from the University of California, Davis in 1993, and obtained CERTIFIED FINANCIAL PLANNER™ certification in 1997. Mike has been a financial advisor with Portfolio Advisors since 1998 and has been active in the Fresno Estate Planning Council, the Financial Planning Association, and East Fresno Rotary. In addition to the business, Mike enjoys meditation, tennis and guitar. Mike and his wife, Tracy, are newlyweds and enjoying married life.

Ken's strong business acumen and client relations skills serve him well in his role with Portfolio Advisors. With strengths in portfolio investment management and retirement planning, he is a vital part of the team. A long-time client of Portfolio Advisors for over 25 years, Ken joined the firm in July 2011 and became a partner in January 2014. Prior to joining Portfolio Advisors, Ken enjoyed a successful 39 year career with The Fresno Bee where he served as Vice-President of Community Relations and Public Affairs. Ken is a member in the Financial Planning Association and has been actively involved in the community, serving on several non-profit boards which include: The Zoological Society, The Sequoia Council, Score, CSU Fresno Alumni & Friends Association, Children’s Hospital Central California Foundation and First California Federal Credit Union. Ken is a graduate of California State University, Fresno. He is married to Jeanne, his wife of 43 years. They have two children, Geoffrey and Kerri, son-in-law, Brian, and granddaughter Tatum.

When you join Portfolio Advisors, you join our family. Developing and maintaining strong personal relationships with our family of clients is fundamental to our way of doing business and one of the reasons why many of our clients have been with us since the beginning, over twenty years ago.