Bret Mooney CHFC®

Wealth Advisor

Bret Mooney is a Wealth Advisor and joined the team in January of 2019. Bret graduated from Ferris State University in December of 2018, where he also played quarterback and was the captain of the football team. Bret was born and raised in Dundee, IL with his father Keith who is a Co-founder and Wealth Advisor at VestGen-South Barrington, and his mother Lori who is a mortgage broker. Bret recently got married and resides in Crystal Lake, IL with his wife, Courtney and their dog, Maya.

Growing up in a household with two parents in the financial industry, Bret understands the importance of having a good grasp on your financial situation. His ability to iterate complex financial situations, in an easy-to-understand manner, is one of his best qualities as a financial consultant. As many financial situations can become difficult, Bret believes having a sense of simplicity is important for clients to feel comfortable and to have a good grasp on the financial practices we incorporate at Vestgen.

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.