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About J. Gordon Financial Services

Pursuing Success on Your Behalf Is Our Vocation

We Blend a Passion for Our Work With a Deep Care for Those We Serve

Money affects nearly every aspect of our lives, and because of this, we seek to get to know you: what you value most, what you’re passionate about, and the people you love. As we build mutual trust and a strong relationship together, our team is best prepared to guide you and care for your wealth in the manner that’s right for you.

From the business owners to the professionals we work with, our commitment remains the same. We strive to provide expertise, knowledge and an understanding of who you are to continually optimize your wealth picture and, ultimately, improve your life’s trajectory.



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Joseph Gordon

Registered Representative & Investment Adviser Representative

Joseph Gordon

Joseph Gordon

Registered Representative & Investment Adviser Representative

814-321-3292

joe@jgordonfinancial.com

Hello and welcome to my website. 

I am a registered Representative and Investment Advisor with a deep commitment to assisting individuals, businesses and organizations in creating comprehensive financial roadmaps. My primary goal is to employ a client-centric approach and develop targeted strategies that align with your unique needs.  Following a successful career in corporate finance, I pursued my lifelong aspiration of becoming a personal financial advisor.  In 2009, I embarked on this journey by partnering with Diversified Asset Planners, Inc., an esteemed company that has been serving clients since 1987.

In addition to my extensive corporate finance background, I hold a FINRA series 7,63, and 65 licenses.  Moreover, I specialize in offering life, health, accident, disability and long-term care insurance solutions, providing you with a comprehensive insurance and investment options that cater to various requirements, from retirement planning to legacy development.

With over 15 years of global finance experience in diverse roles such as financial analysis, planning, mergers and acquisitions, budgeting, and leadership, I possess a comprehensive understanding of the business landscape and its potential impact on you.  

I earned a Bachelor's of Science degree in finance (with Economics minor) from Penn State University in 1994 graduating with honors.  I also have a Master's in Business Administration with a Finance concentration from Bucknell University.  I am actively involved in the community as a board member of State College Quarterback Club, a Penn State football booster club, where I also served as President from 2017-2019.  Additionally, I am a board member of the Penn State All Sports Museum which celebrates the accomplishments of Penn State Intercollegiate Athletes and the Treasurer and board member of the Centre Hills Country Club.  Furthermore, I have pursued my passion for teaching by working as a part-time adjunct instructor at St. Francis University, where I taught on of my favorite subjects, Economics.  

Beyond my professional pursuits, I find immense joy in spending quality time with my wife of 27 years, Stephanie and our two daughters.  If you know me, you are aware of my love for the outdoor activities and the importance I place on building strong relationships.  I actively engage in charitable events and have raised funds for organizations such as Multiple Sclerosis, Type 1 Diabetes, The Ruffed Grouse Society, and other non-profit organizations.


 

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Stephanie Gordon

DIRECTOR OF CLIENT RELATIONSHIPS & BUSINESS DEVELOPMENT

Stephanie Gordon

Stephanie Gordon

Director of Client Relationships & Business Development

814-404-0995
stephanie@jgordonfinancial.com

Hello, I am so excited to officially be a part of the J. Gordon Financial family in partnership with Diversified Asset Planners since starting in November 2021.

As Director of Client Relationships and Business Development, my primary objective is to elevate the client experience by providing avenues to connect clients with our comprehensive financial planning services.  

With over 20 years of sales experience in the aluminum and software industries, I bring a wealth of professional expertise to enhance your financial well-being journey. My aim is to leverage my well-established background to deliver an exceptional experience for you.

My responsibilities encompass generating relevant content through newsletters, blogs, and other comprehensive resources.  I am excited to provide you with relatable and timely financial emails, as well as engaging and enjoyable social media content. Furthermore, I will spearhead lead generation, advertising, and business development efforts.  Building strong relationships is on of my strengths, and I aspire to bolster the services we offer, catering to both new and existing clients.

Over the course of 8 years, I gained valuable sales experience in the metal industry, specializing in regional sales within the aluminum extrusion sector.  Additionally, I had the privilege of contributing to the development team for the self-funded Penn State University Athletics program.  Prior to joining J. Gordon Financial, I spent 9 years leveraging my sales acumen to sell statistical software to companies in the United States and Canada.

My educational background includes and ASB in Marketing Management.  I attended Penn State University, St. Francis University, and South Hills School of Business and Technology.

Outside my professional pursuits, I am an avid lover of the outdoors.  Camping, boating, and golfing are among my diverse set of hobbies.  I cherish the time spent with our wonderful group of friends and family, creating lasting memories.  Above all, the greatest joy in my life comes from spending quality time with Joe, my husband, and our two college-aged daughters, both of whom are studying at Penn State University.

I am thrilled to be a part of your financial journey and look forward to providing you with outstanding service and support as a member of the J. Gordon Financial family.





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Heidi Luchs

Registered Assistant to Registered Representatives

Stephanie Gordon

Heidi Luchs

Registered Assistant to Registered Representatives

814-234-2500
Heidi.luchs@jwcemail.com

Heidi is an invaluable asset to the team, bringing with her extensive expertise and over 20 years of experience in the financial services industry. With her deep knowledge and understanding of the field, she plays a crucial role in the success of the team.

Heidi's impressive credentials include holding a series 7 & 63 license, as well as life, accident, and health insurance certifications.  These qualifications demonstrate her commitment to staying up-to-date with industry regulations and her dedication to providing comprehensive financial solutions for you.

Having joined J. W. Cole in 2014, Heidi has built a strong background in the banking and has been instrumental in delivering exceptional service to her clients.  Her remarkable work ethic and attention to detail have consistently earned her recognition and trust of our clients.

Heidi's pursuit of excellence is evident in her academic achievements.  She graduated Magna Cum Laude from Southern New Hampshire University, where she earned a Bachelor of Science degree in accounting. Her educational background further enhances her ability to analyze financial data and offer strategic advice to you.

Outside of her professional life, Heidi finds fulfillment in her personal relationships.  She resides in Julian, PA, with her husband of over 23 years.  Her greatest joy comes from spending quality time with her three daughters, a granddaughter and a grandson.  Her strong family values and ability to maintain a healthy work-life balance contribute her overall success and well-being.

Heidi's passion for her work, combined with her extensive experience, unwavering commitment, strong personal connections, make her an indispensable member of the team. She continues to inspire and empower our clients on their financial journeys, helping them achieve their goals and secure their financial futures.