Scott Herman

Client Service Assistant

Scott Herman is a Client Service Assistant at VestGen with a rich background in technology and client relations. With over 32 years of experience at Southwestern Bell/AT&T, Scott brings a unique, data-driven perspective to the team. He previously helped design products that generated over $125 million in annual revenue, and now, he’s applying his deep knowledge and experience to help our clients achieve their financial goals.

Specializing in portfolio performance and asset allocation, Scott plays a key role in providing the data and insights our advisors need to make informed recommendations. He’s also responsible for creating personalized digital and print correspondence that keeps clients informed about market trends and the impact of our wealth management strategies on their portfolios. When he’s not in the office, Scott is an active community supporter, building houses with Habitat for Humanity and spending time with his wife and their bloodhound, Ginny.

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.