Federal Credit Union
Wealth Management
FedFinancial has Teamed Up with Local Experts
Jordan L Smith, Financial Advisor for Edward Jones
As a US Army veteran and a CFP® professional, Jordan has a passion for helping people achieve their financial goals. After 12 years in corporate finance, he joined Edward Jones, aspiring to work with people on a deeper level. He holds an MBA from Loyola University and a finance degree from Salisbury University. Jordan lives and works in Silver Spring with his wife and two daughters.
Whether you're planning for college, saving for a dream home, or securing a comfortable retirement, Jordan will discuss a comprehensive range of financial solutions to address your unique needs. He believes that financial literacy is the cornerstone of financial success, and will take the time to demystify financial jargon so you and your family can make informed decisions confidently. With a holistic approach to financial planning, Jordan will also discuss your estate intentions, tax mitigation strategies, and how best to protect your family from the unexpected. Ultimately, his aim is to align your family’s resources and goals with your vision of the future.
Jerel Harvey, Founder and Managing Principal of FedWay Financial
Jerel has 18 years of experience in the financial services industry. Jerel's background includes serving as a financial advisor at Morgan Stanley and Merrill Lynch. Jerel earned a bachelor’s degree in finance and banking from Delaware State University and an MBA from the University of North Carolina at Chapel Hill. Jerel possesses the FINRA Series 65 license, life and health insurance licenses, and a mortgage loan originator license. Currently, Jerel is pursuing the CFP® Certification through the College of Financial Planning.
Fedway Financial is an independent Registered Investment Advisor (RIA) that specializes in providing financial planning, investment management, and benefits training to federal employees and retirees. As a fiduciary advisor, their aim is to help you and your family understand and maximize your federal benefits, and make wise decisions regarding every aspect of your financial life. Their approach is guided by three core principles: to inform, inspire, and impact. They encourage you to discover the “Federal Way To Build And Preserve Wealth.”
Skip Thompson and Chad Sigmon, Financial Advisors for Prudential
Skip is passionate about providing his clients with the tools and education they need to navigate life's financial challenges. With more than 8 years in the financial services industry, including 3 at Prudential, Skip recognizes the more knowledge his clients have, the more empowered and confident they feel about achieving their goals.
Skip lives on Capitol Hill in Washington, DC and enjoys spending time cycling, backpacking, hiking and walking his dog, Jasmine.
Chad Sigmon has been with Prudential since June 2020. He welcomes the opportunity to educate his clients on the importance of growing and protecting their financial wellness. He works hard to ensure each client is confident about their goals and prepared for unexpected challenges, whatever their life stage.
A Northern Virginia native, Chad holds a Bachelor of Science degree from High Point University in Business Administration. To provide the highest level of expertise, Chad is also a Certified Financial PlannerTM professional. Chad lives in Leesburg, VA and in his free time enjoys playing golf around the many courses Loudoun County and neighboring counties have to offer.
