Deb Phipps
Director, Operations
Deb Phipps serves as Director of Operations at VestGen Wealth Partners, bringing more than 15 years of experience in the financial services industry. In her role, Deb supports advisors and clients by helping ensure a smooth and efficient service experience, with a particular focus on onboarding, account administration, and operational coordination.
Deb began her career in Boston after earning a Bachelor of Science from Skidmore College in 1985. She spent several years working with established financial institutions including Fahnestock & Co., Thompson McKinnon, and Prudential Securities, where she served as a Licensed Senior Broker’s Assistant. During that time, she held Series 6 and Series 7 securities licenses.
At VestGen Wealth Partners, Deb assists with onboarding new advisors and facilitating account setup and implementation for both corporate and individual clients. She also works closely with advisory teams to help maintain efficient operational processes and support the day-to-day needs of their practices.
Her background in brokerage operations and advisor support allows her to provide knowledgeable guidance while helping maintain a consistent and client-focused service experience.
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.