James Kim

Managing Director, Wealth Advisor

James is a Wealth Advisor with VestGen, bringing an abundance of experience from his career in financial services. His career as a financial planner began in March 2000 and brings years of experience to the team, including his time as a founding member of the Penn Mutual Chicago Office in 2008, as well as six years at JPMorgan Chase, ultimately within their Private Client division.

James focuses on delivering tailored investment and risk management solutions to his clients. He provides guidance in key areas such as retirement savings, education savings, and comprehensive wealth management. James is committed to offering personal attention and trusted guidance, ensuring clients receive the investment services they need to achieve their financial goals.

James resides in the South Loop and serves as a Board member for New Community Outreach. In his leisure time, he enjoys his vinyl collection, listening to podcasts, watching movies, and spending quality time with friends and family.

Contact James

Phone: 630-684-8562

Email: james.kim@vestgen.com

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.