Thomas Reynolds CFP®
Founder, Wealth Advisor
Thomas attended the University of Chicago from 1976 to 1977. From 1977 to 1978 he attended Niles College seminary at Loyola University in Chicago, IL and graduated from Illinois Benedictine College in 1979 with a Bachelors Degree in Business/Economics. He received the professional designation of CERTIFIED FINANCIAL PLANNER™ from the College for Financial Planning in Denver in 1985. He was the President of Walsh & Reynolds Financial Group from 1987 to 1996. Tom founded Landmark Capital Inc. in 1997 prior to co-founding VestGen. Tom specializes in financial planning, estate conservation and asset management. He has more than 30 years experience in personal and business financial planning.
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.