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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 an Investment Advisor. My passion is helping individuals, businesses and organizations develop a comprehensive financial roadmap. My mission is to use a client-centric approach to develop targeted strategies. 

After a successful corporate finance career, I decided to live out my dream in becoming a personal financial advisor. In 2009, I partnered with Diversified Asset Planners, Inc. and I started my journey to become an independent financial professional. Diversified Asset Planners has been serving the needs of clients since 1987.  

In addition to my corporate finance experience, I hold FINRA series 7, 63, and 65 licenses. I also offer life, health, accident, disability, and long-term care insurance. I provide comprehensive insurance and investment solutions to help meet various needs from retirement to legacy planning.

I bring more than 15 years of global finance experience in various roles including financial analysis, planning, mergers and acquisitions, budgeting, and leadership. This experience enables me to understand the business drivers and potential impact to you.  

I earned a Bachelor of Science degree in finance and economics (minor) with honors from Penn State University in 1994. I am a board member of the State College Quarterback Club (a Penn State football booster club) and served as the President from 2017-2019. I am also a board member of the Penn State All Sports Museum which honors the achievements of Penn State Intercollegiate Athletes.  

A few years ago, I decided to teach one of my favorite subjects (Economics) as a part-time adjunct instructor at St. Francis University.  

Outside of building strong relationships and helping clients, I am equally passionate about spending time with Stephanie, my wife of 26 years and our two daughters. If you know me, you know my other passions is spending time outdoors doing a variety of activities. I have participated in charitable events and have raised funding for 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 main goal is to enhance the client experience while providing avenues to connect clients with our comprehensive financial planning services.

I am a professional with more than 20 years of sales experience in the aluminum and software industries. My hope is to apply my well-established background to heighten your experience as you travel on your financial well-being journey. 

I will work to generate relevant content via newsletters, blogs, and other comprehensive resources.  I am excited to deliver you relatable and timely financial emails as well as providing lively, fun social media content. I will be in the driver’s seat for lead generation, advertising and will enhance business development.  I have a knack for building relationships and my hope is to strengthen the service we provide to you whether you are a new or existing client.

I have 8 years of sales in the metal industry including regional sales in the aluminum extrusion industry.  I had the chance to be a part of the development team for the self-funded Penn State University Athletics program. Before joining J. Gordon Financial, the past 9 years I used my sales acumen selling statistical software to companies in the U.S. and Canada.

I earned an ASB in Marketing Management. I attended Penn State University, St. Francis University and South Hills School of Business and Technology.

In my free time, I love being outdoors. I have a variety of hobbies including camping, boating, and golfing. We have been blessed with a great group of friends and family and we enjoy making memories with them. My greatest gift is when I have family time with Joe and our two college-aged daughters – both studying at Penn State University.


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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 integral part of the team. She has over 20 years of experience working in the financial services industry. She holds a Series 7 & 63 license as well as life, accident, and health insurance.

Heidi’s background includes banking and working with JW Cole since 2014. She graduated Magna Cum Laude and earned a BS degree in accounting from Southern New Hampshire University.

Heidi lives in Julian, PA with her husband of over 22 years. Heidi enjoys spending time their three daughters, 1 granddaughter and a grandson.