Michael Martin

Managing Director, Wealth Advisor

Michael Martin serves as a Managing Director and Wealth Advisor for Vestgen Wealth Partners, helping clients pursue their financial goals. With over 3 decades of experience in portfolio management and financial planning, He has been a key partner in building the wealth of over a thousand households and individuals.

Michael began his financial services career in 1993 when he joined his father in the independent advisor space with LPL Financial. Their business later evolved into what was known as Martin Financial Group, a leading investment advisory firm in Kansas City. At Martin Financial Group, he worked with clients to define their goals, developed strategies to pursue those goals and actively managed the investment portfolios designed to achieve them.

Michael is a graduate of the University of Missouri. He’s an avid dog lover, enjoys playing golf, sport fishing and hiking anywhere he travels.

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.