Greg Scheider CPA

Chief Financial Officer

Greg brings over two decades of experience in finance and accounting, having been part of the Mooney Lyons team since 2003. He joined VestGen in September 2024 as part of the founding merger of 10 advisor teams, and previously served as Managing Director, Finance — leading strategy, business development, and the implementation of new processes and technology across the firm. Earlier in his career, Greg spent a decade in corporate accounting roles with several Chicago-area companies, and he brings additional entrepreneurial insight from owning and operating his own tax and accounting practice 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.