Jordan Ozata

Executive Assistant

Jordan joined the Redwood Financial team in 2020 as the Executive Assistant for our Dallas Office. Prior to joining, Jordan has always been committed to, not only the task at hand, but the individuals he interacts with. He brings with him a unique gift of customer relations experience that is both remarkable and consistent and remains steadfast on providing an exemplary experience to the firm’s clients. In addition to providing support for our Dallas team, he also helps with Life Insurance and Medicare implementation as he is Texas Insurance licensed.

His objective is to utilize his interpersonal and communication skills, as well as his desire to be a positive impact on our company to further our ability as a company to meet our client’s needs.

Jordan currently resides in Dallas not far from where he grew up. He enjoys laughing, spending time outdoors, staying active, traveling, and quality time with loved ones.