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Leadership

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.

Josh Gerry

Chief Executive Officer

Jason Hanavan

President,
Chief Financial Officer

Ferian Nickelson

Chief Operating Officer

Greg Gessert

Chief Growth Officer

Timothy Woods

Chief Legal &
Compliance Officer

Sean Hanlon

CFP®
Founder, Wealth Advisor,
CIO VGIM

Sarah Musante

Chief Human
Resources Officer

Leann Stevens

Chief Marketing Officer

Founders

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.

Craig Bolanos

CMFC®, AIF®
Founder, Wealth Advisor

Brian DeGrado

Founder, Wealth Advisor

Bradley Doy

CPFA
Founder, Wealth Advisor

Joe Esposito

CFBS, CFF®
Founder, Wealth Advisor

Jeff Haller

Founder, Wealth Advisor

Sean Hanlon

CFP®
Founder, Wealth Advisor,
CIO VGIM

Keith Kiker​

CFP®
Founder, Wealth Advisor

Joe Lyons

CFP®, CHFC®
Founder, Wealth Advisor

Terry McCaffery

CFP®
Founder, Wealth Advisor

Tim Mohns

CFP®
Founder, Wealth Advisor

Keith Mooney

CFP®, CEPA, CHFC®, CLU®
Founder, Wealth Advisor

Thomas Reynolds

CFP®
Founder, Wealth Advisor

James Vande Logt

CFP®, CHFC®, CLU
Founder, Wealth Advisor

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© 2025 VestGen Wealth Partners
Advisory products and services offered by Investment Advisory Representatives through VestGen Advisors, LLC, a Registered Investment Advisor. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. Private Client Services and VestGen Advisors, LLC are unaffiliated entities. VestGen Advisors and Private Client Services do not offer legal or tax advice, and information here should not be construed as such. Always consult a legal or tax professional regarding your specific situation.
 
The information provided on this website is for informational and educational purposes only, and does not constitute financial or legal advice.
 

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.