Ted Buckley BFA

Wealth Advisor

Ted understands that life can be overwhelming, busy, and hectic. That is why he works with you as a fiduciary financial advisor who many of his clients call the CFO of their family. As a Wealth Advisor, Ted will prepare and update a financial game plan that is in line with your goals and financial wellbeing. Ted works with select client families that he feels he can have an impact on, so he has time to focus on each situation personally. Ted is your direct advocate, leveraging the other team members in his office to uncomplicate your financial goals. Any successful plan has more than one part. Ted and his team monitor your investments and financial plan and adjust along the way. He will coordinate the efforts of your attorney and CPA to help ensure all parts are aligned. Ted saw an additional need for his clients to develop a resource on the mental preparation of retirement. “RETIRED- What do you want to do for the next 30 years? – is a popular Amazon book that Ted authored. It’s all about living your retirement to the fullest and having the time of your life. This book is not about the money. It’s all about being happy in Retirement! Ted is very active in the local community and focuses his efforts on those groups who assist those in need. Ted is an active member of St. Catherine’s Knights of Columbus and Sleepy Hollow Service Club. Ted graduated from St. Norbert College in De Pere, Wisconsin with a Bachelor of Business Administration. Ted is married to his college sweetheart, Kelly and together they have 4 young adult children. He enjoys golf, playing acoustic guitar, and volunteer work. He is also an avid Chicago sports fan.

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.