Cole Dow

Director, VestGen Athlete

Cole Dow brings a unique blend of athletic experience and financial strategy to his role as Director of VestGen Athlete. As a former NCAA and NFL football player, Cole understands firsthand the challenges athletes face in managing their careers on and off the field.

Before joining VestGen, Cole co-founded The Athlete Collective, a boutique firm dedicated to helping athletes build sustainable wealth, secure brand deals, and prepare for life after sports. Under his leadership, the company is rapidly growing, representing NFL stars and elite NCAA athletes while building a reputation for trust, transparency, and athlete-first guidance.

Cole is proud to have helped some well-known NFL players secure over 6 figures in brand deals, grow their platforms, and plan for long-term financial success.

At VestGen, Cole leads the Athlete division, where he focuses on providing holistic wealth management and brand-building solutions designed specifically for athletes. His mission is to ensure that every client is not only financially secure, but also equipped to maximize opportunities in the name, image, and likeness (NIL) era and beyond.

Driven, relationship-oriented, and deeply connected within the athletic community, Cole is passionate about empowering athletes to achieve long-term success for themselves and their families.

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.