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VestGen Wealth Partners Welcomes Industry Leaders to its Advisory Board

On March 11, 2025, VestGen Wealth Partners, LLC, announced a significant advancement in its strategic initiative by welcoming five esteemed industry veterans to its advisory board. The company, which aims to revolutionize wealth management through robust solutions for advisor succession and intergenerational client service, is poised for dynamic growth and innovation.

Josh Gerry, the founder and CEO of VestGen, expressed his enthusiasm, stating, "To build a truly differentiated wealth management experience, you must surround yourself with experts who can enhance your vision, challenge your assumptions, and support your goals." This newly formed advisory board brings together a combination of visionary leaders and seasoned professionals to guide the company's strategic planning and growth.

Meet the Advisory Board Members

The inaugural advisory board features prominent figures who have made significant contributions to the financial services landscape:

• - Heather Ettinger: Known as a leader in financial services, Heather is the founder and former CEO of Fairport Wealth. A staunch advocate for women's financial education and progress, she is also an accomplished speaker and author, adding a unique perspective to the board's discussions.
• - Larry Koehler: As the former Chief Financial Officer and co-founder of HighTower, Larry has a track record of creating shareholder value through innovative agreements and strategies. His experience in steering a firm that grew to $140 billion in assets under management will be invaluable to VestGen.
• - Peter Nesvold: An investment banker with deep expertise in M&A, Peter serves as the managing partner of Nesvold Capital Partners. His background in finance and legal sectors positions him as a strategic advisor to help guide VestGen's growth initiatives.
• - Mike Schopin: A veteran of the private investment space, Mike has established multiple investment firms catering to ultra-high-net-worth families. His extensive transaction experience will aid the firm in navigating complex investments.
• - Mike Simon: With over 30 years of experience in proprietary trading platforms, Mike brings in-depth knowledge of financial systems and trading, which will enhance VestGen’s operational capabilities.

A Strong Start and Future Vision

Launched in December 2024, VestGen Wealth Partners quickly made a remarkable entry into the wealth management market by integrating 10 advisory practices that collectively manage $5.3 billion in assets. The firm’s approach combines the flexibility and energy of a startup with the resources and stability of an established entity. Gerry emphasized the firm’s aim to address complex succession challenges that retirement advisors face while simultaneously catering to new generations of financial advisors focused on growth.

"We will reshape the future of wealth management by providing a solution for retiring advisors looking to exit the business and Gen2TM advisors focused on growth," Gerry stated. This forward-thinking strategy is set against the backdrop of a rapidly evolving financial landscape that demands innovative approaches and comprehensive solutions.

About VestGen Wealth Partners

VestGen Wealth Partners, LLC, is innovatively designed to integrate advisors, families, and their legacies within a single platform. It combines cutting-edge technology and intergenerational talent with a steadfast commitment to client success. The firm provides a family office experience, incorporating comprehensive financial planning, wealth management, legal services, and more, ensuring that clients receive personalized, high-caliber service.

With a mission centered on building wealth, preserving legacies, and empowering future generations of wealth management, VestGen is on a trajectory to become a premier destination for both advisors and investors. For more information, visit vestgen.com.

Commitment to Excellence

VestGen is not just about managing wealth; it's about nurturing relationships and empowering client legacies. The firm is set to redefine wealth management by addressing its clients' complex needs with unmatched service quality and innovative solutions. The newly appointed advisory board members are integral in guiding VestGen on its path to success and transformation in the wealth management industry.