Bill Jordan

Principal Strategist

As a Principal Strategist for Engage fi, Bill turns strategy into execution, shaping client growth and performance plans and developing practical, data-driven solutions that create measurable value. Bill brings over 38 years in financial services with deep expertise across data analytics, strategic consulting, and executive leadership. When he isn't working, he enjoys spending time with his wife and three daughters, going to baseball games, playing golf, and is active within his church. Along with his wife, they have seen games in 18 of 30 major league parks and have a goal to see a game in the ones he has missed in the upcoming five years. He resides in Illinois with his wife.