Jordan Layer CFP®, ChFC®, CLU®, MSFS®

Wealth Advisor

As a valued member of VestGen, Jordan focuses on serving the unique needs of business owners, providing expert advice and seamless implementation of their group insurance and employee benefit programs. Additionally, Jordan extends his expertise to individual clients, offering tailored solutions for life, health, disability, and long-term care insurance, alongside comprehensive financial planning assistance.

Jordan’s strong academic foundation includes a Master of Science in Financial Services from The American College, an MBA from the University of Michigan, and a B.S. from Michigan Technological University. His commitment to service is further exemplified by his distinguished time as a Captain in the U.S. Army.

An active member of the Chicago Estate Planning Council, Jordan brings a collaborative and knowledgeable approach to his work. Originally from Lowell, Michigan, he enjoys pursuing interests outside of finance, including golf, tennis, and backpacking.

Josh Gerry

Chief Executive Officer

Josh Gerry is redefining succession planning for wealth advisors.

Widely recognized as one of the industry’s leading voices on advisor succession, Josh Gerry is CEO of VestGen Wealth Partners and a 2025 Luminaries Finalist in the M&A Leader of the Year category. He spearheaded the unprecedented merger of 10 advisory practices in December 2024 to launch VestGen, creating a fully integrated wealth management firm that empowers advisors to transition with confidence and aims to ensure clients’ continuity of care across generations. His leadership was recently profiled in a full-page InvestmentNews feature, “Seeking Success from Succession.”

With more than three decades in wealth management, Josh brings deep experience in succession, M&A, and growth strategy. Prior to VestGen, he co-founded Professional Wealth Advisors, LLC, where he scaled the firm to over $10 billion in assets while guiding advisors through successful practice transitions. He later served as CEO of Impetus Wealth Strategies, securing capital commitments to fuel advisor succession and expansion. His earlier leadership roles at AXA and MetLife gave him a deep understanding of large-scale advisor transitions across enterprise firms.

At VestGen, Josh leads the firm’s mission to solve one of the industry’s most pressing challenges: the $13 trillion in assets expected to transition as nearly 40% of advisors retire in the next decade. Josh brings both credibility and conviction to building the next generation of advisor leadership. He is a frequent speaker at industry conferences and contributes thought leadership on the future of succession planning and advisor M&A.

Josh holds a B.S. in Business Economics from UCLA.