Greg Scheider CPA

Managing Director, Finance

Greg has been with the group since 2003 in various roles and is currently serving as the Managing Director, Finance in charge of strategy, business development, marketing, and implementation of new processes and technology. Prior to joining the team, Greg spent 10 years in corporate America as an accountant for several suburban Chicago-based companies. He is also the owner/operator of Greg Scheider, LLC (not affiliated with VestGen) which has provided tax and accounting services to individuals and small businesses since 2005.

Greg currently lives in Elgin but grew up in a small town 2 hours west – Lena, IL. He is married to Nadine and has 2 stepchildren, Kelly and Nick. As an avid DIY’er, he spends a lot of time testing those skills around the house. He loves outdoor activities but not the hard ones like biking and running. The preferred ones can be enjoyed with some adult refreshments…. golf, music festivals, sporting events, or sitting poolside. When not at home, Greg can be found at a local restaurant, a friend’s house, or on a warm-weather vacation.

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.