Broker Check
Jordan R. Lally, CFP®

Jordan R. Lally, CFP®

Financial Advisor

Jordan joined IMG in 2008 after graduating from The University of Texas at Austin. He went on to attend Rice University and earned his CERTIFIED FINANCIAL PLANNER™ certification in 2012.

Jordan’s initial attraction to becoming a financial advisor was rooted in a personal experience early in his life. His mother was tragically killed in a car accident when he was a child, and because her advisor had encouraged prudent financial planning, he would grow to understand the importance of life insurance and a strong financial foundation. Today he is on the other side of the table, and he continues to use his story to motivate families and business owners to be intentional about planning their finances and protecting their loved ones.

Currently in his 15th year with IMG, Jordan is among a veteran group of advisors with an established career and dedication to serving his clients. He and his team can help in the following areas:

  • Individuals & Families
    • Comprehensive Financial Plans
    • Traditional, Rollover & Roth IRA’s
    • Investment portfolio management
    • College Savings Plans
    • Life, Disability, & Long Term Care insurance
  • Business Owners
    • Business Financial Plans
    • Retirement solutions
    • Executive benefits & compensation strategies
    • Informal business valuation
    • Buy/Sell funding
    • Key Person insurance
    • Exit & Transition strategies

Jordan is a native Houstonian. He currently lives in the Heights with his wife, Elizabeth, and their two children, Benjamin and Annabelle. He is actively involved in the Houston Livestock Show and Rodeo and the World’s Championship BBQ Cook-Off.