Eric Anderle
Managing Director, Wealth Advisor
Eric Anderle is a veteran wealth advisor whose career reflects a sustained commitment to disciplined financial stewardship and client-centered advisory. With nearly three decades of experience, he has guided individuals and families through evolving financial landscapes, helping them make informed decisions aligned with their long-term objectives.
A graduate of Miami University with a degree in Finance, Eric began advising clients early in his career developing practical experience while still completing his studies. He went on to refine his expertise at Northwestern Mutual and Lincoln Financial, building a strong foundation across investment strategy, risk management, and comprehensive financial planning.
In 2002, Eric co-founded Family Investment Services, Inc. with his father, establishing a multi-family investment office grounded in personalized service and enduring relationships. This experience continues to shape his philosophy: effective wealth management begins with a deep understanding of each client’s priorities, followed by thoughtful strategy design and consistent, long-term execution.
At VestGen Wealth Partners, Eric delivers integrated guidance across portfolio management, retirement planning, estate considerations, insurance strategies, and business succession planning. His approach emphasizes alignment—ensuring that each financial strategy reflects the client’s goals, time horizon, and tolerance for risk. He works closely with clients to navigate complexity with clarity, recognizing that financial decisions often intersect with broader life and legacy considerations.
Throughout his career, Eric has cultivated lasting client relationships by serving as a steady, informed partner. His work is characterized by a disciplined investment approach and a focus on helping clients evaluate trade-offs, manage uncertainty, and stay aligned with their long-term plans.
Outside of his professional responsibilities, Eric values time with his family and an active outdoor lifestyle. He enjoys mountain biking, skiing, and fishing, and shares these experiences with his wife, Shanon, and their daughters, Emerson and Sutton.
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.