Traci Smason

Client Engagement

Traci is the primary point of contact for clients, working to ensure every interaction is seamless and professional. She coordinates meetings, plans client appreciation events, and organizes educational seminars designed to keep clients informed and connected. Traci also collaborates with marketing efforts to help communicate our team’s mission and share timely, relevant updates with clients and the community.

With more than 14 years of experience in customer service, Traci brings a strong commitment to building meaningful relationships and delivering an exceptional client experience. She takes pride in maintaining accurate records and clear communication, ensuring that every detail is managed with precision and care. Traci’s goal is to make each client feel valued and confident in their partnership with VestGen.

In her free time, Traci is happiest being with family and friends, attending concerts, and relaxing with a good book. 

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.