Kathy Greulich

Executive Assistant

Kathleen (Kathy) Greulich, proudly serves in the role of Executive Assistant.  While her primary focus has always been caring for her family, Kathy’s natural inclination to help others led her to take on a meaningful role in Bob’s previous practice with AXA Equitable. What began as temporary assistance, in a position that Kathy fondly refers to as “Loyal Volunteer” in 1999, quickly grew into a long-standing commitment rooted in genuine care for clients and colleagues alike. 

For over 25 years, Kathy has been an invaluable part of the team, providing support wherever needed and fostering lasting relationships along the way.  Today, Kathy continues to stand out as a vital presence for her steadfast dedication to both her family and VestGen, embodying the values of service, warmth, and dependability that define her contributions.

Happily married to Bob since 1981, Kathy is a proud mother of two grown children, a loving mother-in-law, and a devoted grandmother to five grandchildren.

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.