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Home » Our Firm » Diana Jordan

Diana Jordan

Investment Advisor Representative

Family:  Diana is the proud mother of her wonderful step-son, Nathan.

Duties & Responsibilities at Teamwork:  Initially approached by Doug to sell long-term care, Diana’s business with Teamwork Financial Group has evolved into a total planning practice. Diana is an Investment Advisor Representative.

Charities:  Diana is a life-member of the San Antonio Stock Show and Rodeo, San Antonio Conservation Society as a NIOSA booth chairman, a board member of the San Antonio Clubhouse, and a member of Blessed Sacrament Catholic Church.

Background:  Diana’s career in sales began at Montgomery Ward.  Realizing her opportunities were limited in the retail sector, Diana transitioned to the financial sector side of sales.  From there, Diana began her career with Prudential Life Insurance Company of America as a financial services agent.  As a broker with over 23 years in the insurance industry, Diana joined the Teamwork family in 2009 adding the legal and tax planning as part of her overall goal of estate and financial planning for her clients.

Complimentary Report
"The Social Security Decisions”
Learn important variables to consider as you create a sound retirement income strategy for the days ahead.

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By contacting us, you may be offered information regarding the purchase of investment and insurance products.

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about our firm
Since 1988, we have developed our practice by maintaining close, trusted relationships with each of our clients and their families. Our expertise is aligning and integrating legal, tax and financial plans to create a game plan for life!
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ADV Part 1 Part 1 - 3_17_2022.pdf
ADV Part 2 Part 2A - TWF - 3_4_2022.pdf
ADV Part 3

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The Social Security Decisions Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of investment and insurance products in the future.