Jordon Lokatys

WORK HISTORY

EDUCATION

ABOUT JORDON LOKATYS

I began my career at Equitable Advisors shortly after graduating from Eastern Michigan University with a bachelor\'s degree in finance. At Equitable, I specialized in helping individuals and small businesses accumulate and protect their wealth, while also minimizing tax implications through sound investment and insurance strategies. As part of the Retired Benefits Group, I also specialized in implementing and reviewing 403(b) and 457(b) plans for educators and other non-profit employees as a means for saving for retirement. After gaining some invaluable experience, knowledge, and connections at Equitable, I decided to make a change to my career and focus on helping people with planning and investing in their employer sponsored retirement plans while also considering their outside investments and how everything ties together. I decided to join Empower due to its world class customer service and products, industry leading tools and software, holistic financial planning approach, and amazing work environment and culture. I strive to provide customers with a comprehensive and memorable retirement planning experience and to do my best to ensure everyone I meet is as retirement ready as possible. I take pride in knowing that I have impacted and improved the lives of those who I work with.Outside of work, I enjoy spending time with my friends and family. I also enjoy cooking, playing golf, and being outdoors as much as possible. I also love spending time with my dog and traveling to new places.