Eric Mooney

Wealth Advisor

Eric Mooney joined the team in June 2022. Eric recognizes what it means to set aside emotions and just look at the facts when it comes to one’s financial situation. With a passion for helping others, he graduated the University of Northern Iowa with a Bachelor of Arts Degree in Finance with a concentration in Personal Wealth Management.

Eric currently resides in West Dundee with his father Keith and mother Lori. Through their hard work, determination, and perseverance Eric has been able to learn about the value one can have when working with others. These qualities have been passed down to his brother Bret, a Wealth Advisor, and sister Alex, who is actively pursuing a degree to become a Physician’s Assistant. Eric has been able to instill the same characteristics in his own daily life, which has helped him in other areas beyond the office. During his time at the University of Northern Iowa, he played football as a defensive back and linebacker. He achieved the Missouri Valley Conference Scholar Athlete four times. This recognition was awarded to athletes for their exemplary academic performance. Eric is a person that will consistently aim to learn more about you, your needs, and this industry. He firmly believes in giving his all and striving to be the best assistant for our clients.

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.