Rikk Rodriguez CHFC®

Wealth Advisor

Rikk Rodriguez joined the team in September 2021 and serves in the role of Wealth Advisor. With a passion for helping clients succeed financially, he began his financial career in November 2006.

Rikk, his wife Angela, and their daughters Adalyn and Evelyn, reside in South Elgin. An active part of their community, they enjoy serving at Christ Community Church, Feed My Starving Children, Coats for Kids, Habitat for Humanity, and Prepare/Enrich. Additionally, he has traveled on various mission trips.

Rikk’s passion has him working with a select group of individuals, families, business owners, and businesses; helping them build, manage, preserve, and transfer their wealth. Rikk’s process for the development of customized plans is simple and straightforward. It starts with the client. During the discovery meeting, Rikk gets an understanding of what is on his clients’ mind and focuses on what is important to them. With an understanding of their priorities, risk tolerance, values, and goals, he develops a customized plan designed to help clients utilize various financial strategies, such as investments and retirement planning, risk management, insurance, education, and legacy planning.

Once developed, the strategy is studied, evaluated, and analyzed. Rikk meets with his clients to explain his findings, and, with their permission, implements his recommendations. Upon implementation, Rikk evaluates and monitors the plan on an ongoing basis, meeting clients regularly to adjust the plan as needed based upon changes in their lives, markets, or regulations.

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.