Dedicated, Experienced,
Here for You
Our executive team, with oversight of firms managing over $150 billion in AUM, brings 30 years of industry experience to assemble complementary and cross-functional teams dedicated to continuity and excellence via innovative and comprehensive succession solutions.
At VestGen Wealth Partners, our team is our greatest asset. Each member brings a wealth of experience, a commitment to excellence, and a passion for helping clients achieve their financial goals. We believe in building strong, personal relationships with our clients, providing tailored advice, and being there every step of the way on your financial journey.
Our team is guided by a team of experienced Managing Directors who bring diverse expertise and a shared commitment to innovation, sustainability, and strategic growth. Each Managing Director plays a key role in driving our mission forward—leading their respective areas with insight, integrity, and a focus on delivering real value for our partners and stakeholders.
VestGen financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Not all of the investments and services mentioned herein are available in every state.