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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

Sean Hanlon

Founder, Wealth Advisor

Timothy Woods

Chief Legal & Compliance Officer

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

Founder, Wealth Advisor

Brian DeGrado

Founder, Wealth Advisor

Bradley Doy

Founder, Wealth Advisor

Joe Esposito

Founder, Wealth Advisor

Jeff Haller

Founder, Wealth Advisor

Sean Hanlon

Founder, Wealth Advisor

Keith Kiker

Founder, Wealth Advisor

Joe Lyons

Founder, Wealth Advisor

Terry McCaffrey

Founder, Wealth Advisor

Tim Mohns

Founder, Wealth Advisor

Keith Mooney

Founder, Wealth Advisor

Thomas Reynolds

Founder, Wealth Advisor

James VandeLogt

Founder, Wealth Advisor

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© 2024 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.