Paul Kaczmarczyk

Executive Director, Wealth Advisor

Paul Kaczmarczyk is an Executive Director and Wealth Advisor, bringing a strong commitment to helping clients gain clarity and confidence in their financial futures. He began his financial planning career in 2007 after nearly a decade in the homebuilding and real estate industry. Guided by a passion for finance and investing, Paul has earned key industry credentials, including his insurance licenses and the Series 7 and 66 registrations. He combines extensive experience, a disciplined approach, and a client-first mindset to deliver comprehensive financial strategies designed to support long-term success and financial peace of mind.

Outside the office, Paul values time with his family and is actively involved in coaching his two sons’ sports teams. A graduate of the University of Illinois at Urbana-Champaign, he remains committed to continuous learning and to serving clients with integrity, care, and a steadfast dedication to their financial well-being.

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.