Kevin Looser
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Brian M. Ahern
Brian Ahern is a Managing Director and Wealth Advisor with VestGen, bringing over 24 years of experience in the financial services industry. He started his career in 1996 as an independent bond trader at the Chicago Board of Trade before becoming a financial advisor in 2001. In 2012, Brian co-founded The LAT Group. Before entering […]
Ursula Daley, J.D.
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 […]
Bob Greulich
Since 1980, Bob Greulich has passionately guided businesses and individuals toward secure financial futures, with a focus on retirement planning strategies for small to mid-sized businesses. His long-standing commitment ensures that he serves as a lifelong resource to clients and their organizations. Bob was named a Financial Times 401 Top Retirement Plan Advisor for three […]
James Kim
James is a Wealth Advisor with VestGen, bringing an abundance of experience from his career in financial services. His career as a financial planner began in March 2000 and brings years of experience to the team, including his time as a founding member of the Penn Mutual Chicago Office in 2008, as well as six […]
Jordan Layer
As a valued member of VestGen, Jordan focuses on serving the unique needs of business owners, providing expert advice and seamless implementation of their group insurance and employee benefit programs. Additionally, Jordan extends his expertise to individual clients, offering tailored solutions for life, health, disability, and long-term care insurance, alongside comprehensive financial planning assistance. Jordan’s […]
Arik Cohen-Lewe
As a consulting member of VestGen Wealth Partners, Arik is dedicated to serving the unique financial needs of small business owners and their families. By collaborating with a diverse range of companies and leveraging extensive resources, his primary goal is to empower clients to maximize their financial potential. Arik aims to operate with the highest […]
Jeffrey Lesniewicz
Jeff Lesniewicz is a Managing Director and Wealth Advisor at VestGen, and is focused on leadership in addition to wealth management. Prior to joining VestGen, Jeff founded The LAT Group where he practiced since 2012. Jeff’s leadership abilities began in high school, where the Chicago Sun-Times named him Player of the Year in football, and […]
Jonathan Lewis
With a distinguished 38-year career on Wall Street, Jon has dedicated his life to providing trusted financial guidance to individuals, couples, and families. His journey began in the heart of New York City, where he honed his expertise in the fast-paced world of finance. Over the decades, Jon expanded his practice to Philadelphia and Traverse […]
Scott Sheldon
Scott joined the team in April of 2025 with nearly a decade of experience in the finance industry. He works with clients to help them plan and pursue their financial goals. Scott works with Michael and Calen to manage client portfolios, investment options and asset allocations. Scott has earned his Accredited Asset Management Specialist™ designation […]