Arik Cohen-Lewe

Consulting Advisor

As a consulting member of VestGen Wealth Partners, Arik is dedicated to serving the unique financial needs of small business owners and their families. By collaborating with a diverse range of companies and leveraging extensive resources, his primary goal is to empower clients to maximize their financial potential. Arik aims to operate with the highest standards of integrity and professionalism, committed to providing tailored solutions that help clients achieve greater coverage without increased costs or maintaining their current protection while realizing savings.

Arik’s areas of expertise encompass a comprehensive suite of products and services, including life insurance, business continuation and succession strategies, buy/sell agreements, tax-free saving strategies, individual and group health insurance, worksite and voluntary benefits, long-term care, disability insurance, fixed annuities, and wealth accumulation and distribution strategies, as well as 401(k) and other qualified retirement plans.

Holding Life, Accident, and Health licenses in numerous states (AZ, CA, CO, IL, KY, MA, MN, MO, NJ, NY, PA, TX, WA, WI) and Series 6 & 63 registrations, along with a California license, Arik is well-equipped to provide knowledgeable guidance.

Outside of his professional endeavors, Arik enjoys spending his summers on the golf course, cheering on the Cubs, and connecting with friends and family over a BBQ. When winter arrives, he trades in his golf clubs for a snowboard and heads to the mountains. His two nieces also play a special role in keeping him active and young during weekend adventures.

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.