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Jordan Carter

Jordan Carter

Assistant, Enrolled Agent

Jordan provides administrative and customer service support for Captain Hale Financial.

Jordan worked as an administrative assistant for many years. Now, she works as a licensed tax specialist and has achieved the designation of Enrolled Agent*. Coming to work with Hale Financial has combined many of her passions, business, math, and customer service, just to name a few.

Jordan married her husband Paul in June of 2017 and they have three children together. Jordan enjoys spending time with her extended family, serving on the Board for Coventry Soccer, and watching football on Sundays with her family.

*An enrolled agent (EA) is a federally licensed tax practitioner who has proven technical expertise in the field of taxation.  Enrolled agents are empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service (IRS) for audits, collections, and appeals. Only EAs, attorneys, and certified public accountants (CPAs) may represent taxpayers before IRS.