Alli Jordan

Alli leads revenue strategy at Aptus, driving growth across the firm’s advisor relationships and solutions. She oversees everything from sales to client service, bringing an operator’s perspective to how Aptus partners with advisors.

Before stepping into her current role, Alli co-founded LibertyFi in Birmingham, Alabama, in 2017. LibertyFi was created to help growth-oriented RIAs outsource their middle and back office and run on one integrated platform, from billing and trading to reconciliation and the client experience. The mission was simple: when advisors spend less time in the weeds, they have more time to serve their clients, bring on new services, and grow. When LibertyFi joined Aptus in 2024, she helped bring the two firms together into a single offering for advisors. Alli is a graduate of the University of Florida.

Alli lives in Birmingham, Alabama, with her husband, Michael, their two daughters, Annie and Mead, and their son, Michael III. While free time is limited these days, she enjoys watching her girls in their activities, traveling with Michael, and getting out on the tennis court when she can.