Jenna Zimmerman
Administrative Assistant
Jenna L. Zimmerman serves as an Administrative Assistant at VestGen, where she leads the firm’s client service strategy and supports daily operational excellence. With more than 16 years of customer service experience, Jenna brings a disciplined, relationship-focused approach to delivering a consistent and high-quality client experience.
A longtime resident of Brevard County, Florida, Jenna began her career in retail and hospitality before transitioning into financial services and administrative leadership roles. Her background includes serving as Director of Marketing, Events, Training, and Administrative for a real estate firm, where she developed and implemented structured processes designed to improve communication, operational efficiency, and client engagement.
At VestGen, Jenna oversees client service operations and works closely with advisors and support teams to help ensure client interactions are handled with professionalism, accuracy, and responsiveness. Her experience across multiple industries provides her with a broad perspective on service delivery and process management, allowing her to anticipate client needs and support a seamless engagement experience.
Jenna holds an Associate’s Degree from Eastern Florida State College and remains committed to fostering long-term client relationships through thoughtful service and operational excellence.
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.