Flathead Business Newsmakers

• Financial Advisor Jon Jordan of the financial services firm Edward Jones in Kalispell has received the Certified Financial Planner certification, granted by the Certified Financial Planner Board of Standards (CFP Board).

The CFP certification is awarded to individuals who meet the CFP Board's stringent requirements. To gain certification, a financial advisor must complete a CFP Board Registered educational program, pass the CFP examination and background check, and agree to comply with the CFP Board's Code of Ethics and Standards of Conduct.

This training offers investment professionals information across a broad range of topics. Study topics include professional conduct and regulation, general principles of financial strategies, risk management and insurance planning, investment strategies, retirement savings and income planning, and estate considerations.

• The Springs Living announced that Brenda Connelly has been promoted to president, reporting to Founder & CEO Fee Stubblefield. Connelly has held the role of chief operating officer since August 2020, effectively leading the company-wide operational COVID response while working closely with statewide organizations, including serving on the Long-Term Care COVID Forum in Oregon and the Montana governor’s COVID Advisory Task Force.

Connelly joined The Springs Living in 2010 as executive director of The Springs at Whitefish. She began her career working for nine years in a skilled nursing facility, where she grew her experience as a CNA, then charge nurse, and later was promoted to various management positions, including senior executive of resident care.