Troy Bunker
Wealth Associate
Troy Bunker serves as a Wealth Associate at VestGen, where he focuses on retirement income planning, collaborative financial strategy, and relationship-driven client service. He works closely with individuals and families to help them organize their financial lives and take practical, informed steps toward long-term financial confidence.
Troy joined the financial advisory profession in 2025, bringing with him leadership, communication, and problem-solving experience developed through prior roles in the federal government and the private sector, including recruiting and client-facing positions. His background has shaped his thoughtful, client-centered approach—prioritizing clarity, trust, and consistent follow-through. He is recognized for building genuine relationships and helping clients feel supported as they navigate important financial decisions.
At VestGen, Troy contributes to the firm’s collaborative planning process, supporting comprehensive strategies tailored to each client’s goals, circumstances, and risk considerations. His work aligns with VestGen’s commitment to disciplined planning, transparent communication, and long-term partnership.
Outside of the office, Troy enjoys staying active and following sports. A former football and baseball athlete—including football at St. Lawrence University—he values teamwork and discipline both on and off the field. He and his wife, Hannah, enjoy spending time with their two daughters and being involved in their community.
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.