About Jordan Funke

As President and Managing Partner of Bay Financial Services now, he is integral to the firm’s operation and expansion.

“We are a full-service financial planning and investment firm. We specialize in helping retirees, pre-retirees, high-net-worth clients, small business owners, and young families with all of their investment and financial needs.” — Jordan Funke

He’s quick to point out that each person’s situation and background is different, which is why Bay Financial Services customizes every financial plan. “We need to diagnose where they are at and build a plan to guide them to where they want to go,” he says.

Jordan is passionate about helping his clients and he actively seeks out new financial strategies to enhance their success. “I’ve been able to help people from all different backgrounds and occupations manage their risk and achieve their financial goals. I’m pretty easy to read—it’s easy to see my passion for the industry and I think people can see that I care about each and every one of my clients. I think our clients also like the fact that I’ve got plenty of experience, yet they also have the continuity of having me as their advisor for the next 30-40 years,” Jordan says.

Regarding why a client should seek out financial advice, he says, “We are the ‘information generation; however, information does not constitute knowledge. My father has now been in the industry for more than 30 years, and he’s actually the reason I wanted to be an advisor myself. I saw the difference he made, empowering people to achieve their financial goals and support their families, and I wanted to do the same. When clients work with me, I want them to know that I’m using my own experience, but I also draw from the stories I’ve heard my dad tell over the course of three decades. I eat, sleep and breathe the financial advisory business, and I have since I was just young. Now I feel confident I can offer solutions you might not find at other firms.”

Jordan graduated with a Bachelor of Science degree in business communications from the University of Iowa. His young daughter is his world, and he spends most days going to the park or pool, or taking her to gymnastics, tennis lessons and cheerleading practice. He also has close emotional ties to the Maryland Chesapeake Bay area. He loves living by the water and the delicious crabcakes that make him feel right at home.