Shauna Whitelock CPFA®

Director of Client Relations

Shauna Whitelock, Director of Client Relations at VestGen Wealth Partners, brings over a decade of dedicated experience in the financial industry, marked by her exceptional ability to forge meaningful and enduring client relationships. Since beginning her career in 2014, Shauna has cultivated a deep understanding of diverse client needs.

Passionate about delivering outstanding service and ensuring a seamless client journey, Shauna’s professional philosophy centers on responsiveness, reliability, and strong relationship-building. Her expertise in customer engagement, client support, and strategic relationship management is invaluable to VestGen.

Shauna’s genuine care for people shines through in all her interactions. She is a trusted resource and advocate for her clients, driven by a desire to enhance their quality of life through thoughtful service, clear communication, and unwavering support.

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.