Ursula Daley, J.D.

Managing Director, Wealth Advisor

With a strong foundation in law and a deep commitment to helping clients build and protect their financial futures, Ursula brings a distinctive perspective to wealth management. As a former attorney, Ursula is uniquely skilled at navigating complex financial issues – providing clients with strategic advice that is both comprehensive and precise.

Since transitioning to the financial services industry, Ursula has developed a reputation for thoughtful planning, integrity, and personalized service. She specializes in working with professionals, business owners, and families to develop tailored investment strategies, retirement plans, and wealth transfer solutions. By combining legal insight with financial expertise, Ursula offers a holistic approach to managing risk and growing wealth.

Through a distinct partnership with her clients, Ursula brings an energy that motivates individuals to be meaningfully engaged in their own financial life. With the objective to better achieve their retirement goals, she empowers her clients with knowledge and confidence.

Ursula juggles a fast-paced life with her family. She is married to Tom and together they have a family of seven children and six grandchildren.

FUN FACTS ABOUT URSULA:

When Ursula is not at work, she enjoys spending time with her family and traveling.

FAVORITE QUOTE:

“A strong woman is a woman determined to do something others are determined not be done.” – Marge Piercy

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.