Jordan J. Layer, CFP®, ChFC®, CLU®, MSFS

Associate Member

As a member of The Pinnacle Planning Group, Jordan's clients are primarily business owners seeking advice and implementation for their group insurance and other benefit programs. Jordan also assists individual clients with their life, health, disability, and long-term care insurance needs, as well as providing them with comprehensive financial planning assistance.

Areas of Focus:
· Group Insurance (Health, Disability, Life)
· Individual Insurance (Life, Health, Disability)
· Long-term Care Insurance
· Financial Planning
· Seminars (Pre-retirement, General Financial Education)

Professional Designations:
· Chartered Financial Consultant (ChFC®), professional designation of the American College
· Chartered Life Underwriter (CLU®), professional designation of the American College
 · Wharton Certificate in Retirement Planning*
· FINRA Registrations: Series 7 and Series 66

 · Master of Science in Financial Services, The American College, Bryn Mawr, PA, 2009
  · MBA, University of Michigan, Ann Arbor, Michigan, 1983
  ·     B.S., Michigan Technological University, Houghton, Michigan, 1977

· Captain, U.S. Army, 1977-1981

· Chicago Estate Planning Council

· Originally from Lowell, Michigan
· Enjoy Golf, Tennis, Backpacking

CFP® and CERTIFIED FINANCIAL PLANNER™ are certified marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. *Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.


Securities offered through Triad Advisors, LLC (member FINRA/SIPC).  Investment advice offered through Resources Investment Advisors, LLC, an SEC-registered investment adviser.  Pinnacle Planning Group, RPAG and Resources Investment Advisors, LLC are separate entities from Triad Advisors, LLC.  

Phone 630-684-8540
Fax 630-684-8582