One Team.
Shared Purpose.
Built Around You.

Collaborative, planning-first, equipped with a full ecosystem of resources.

 

Josh Gerry

Chief Executive Officer

Jason Hanavan

President,
Chief Financial Officer

Ferian Nickelson

Chief Operating Officer

Greg Gessert

Chief Corporate Development Officer

Timothy Woods

Chief Legal &
Compliance Officer

Sarah Musante

Chief Human
Resources Officer

Leann Stevens

Chief Marketing Officer

Bob Hostetter

Chief Investment Officer

Josh Gerry

Chief Executive Officer

Jason Hanavan

President,
Chief Financial Officer

Ferian Nickelson

Chief Operating Officer

Greg Gessert

Chief Corporate Development Officer

Timothy Woods

Chief Legal &
Compliance Officer

Sarah Musante

Chief Human
Resources Officer

Leann Stevens

Chief Marketing Officer

Bob Hostetter

Chief Investment Officer

Sean Hanlon

CIO, VestGen Investment Management

Rob Bondiman

Head of Advisors

Josh Pilson

Vice President, Technology

Brian M. Ahern

ChFC®, CRPC®
Managing Director,
Wealth Advisor

Gavin Bolanos

Associate Wealth Advisor

David Bolanos

AWMA®, AIF®
Managing Director,
Wealth Advisor

Craig Bolanos

CMFC®, AIF®
Founder, Wealth Advisor

Ted Buckley

BFA
Wealth Advisor

Ryan Burchett

Wealth Advisor

Arik Cohen-Lewe

Consulting Advisor

Ursula Daley, J.D.

Managing Director,
Wealth Advisor

Kevin Dawrant

CFP®
Wealth Advisor

Brian DeGrado

Founder, Wealth Advisor

Bradley Doy

CPFA
Founder, Wealth Advisor

Joe Esposito

CFBS, CFF®
Founder, Wealth Advisor

Matt Evans

CFP®
Wealth Advisor

Bob Greulich

CPFA®
Managing Director,
Wealth Advisor

Jeff Haller

Founder,
Wealth Advisor

Dave Holland

CFP®
Wealth Advisor

Mark W. Johnson

CFA
Wealth Advisor

Paul Kaczmarczyk

Executive Director,
Wealth Advisor

Keith Kiker​

CFP®
Founder, Wealth Advisor

James Kim

Managing Director,
Wealth Advisor

Jordan Layer

CFP®, ChFC®, CLU®, MSFS®
Wealth Advisor

Jeffrey Lesniewicz

Managing Director,
Wealth Advisor

Jonathan Lewis

Managing Director,
Wealth Advisor

Kevin Looser

Wealth Advisor

Tim Ludwig

AAMS™
Wealth Advisor

Joe Lyons

CFP®, CHFC®
Founder, Wealth Advisor

Michael Martin

Managing Director,
Wealth Advisor

Terry McCaffrey

CFP®
Founder,
Wealth Advisor

Eric Mesko

CEPA
Wealth Advisor

Tim Mohns

CFP®
Founder,
Wealth Advisor

Michael Moloney

M.S., CFP®
Managing Director,
Wealth Advisor

Eric Mooney

Wealth Advisor

Bret Mooney

CHFC®
Wealth Advisor

Keith Mooney

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

Nicholas Punzio

Wealth Advisor

Thomas Reynolds

CFP®
Founder, Wealth Advisor

Rikk Rodriguez

CHFC®
Wealth Advisor

Scott Sheldon

Wealth Advisor

John D. Straley

Managing Director
Wealth Advisor

Dan Stringfellow

Wealth Advisor

Michael Sullivan

AIF®
Managing Director,
Wealth Advisor

Jim VandeLogt

CFP®, CHFC®, CLU
Founder,
Wealth Advisor

Dave Walker

Managing Director,
Wealth Advisor

Nick Withington

Managing Director,
Wealth Advisor

John J. Zielinski

CFA®, CFP®
Wealth Advisor

Leslie Bolanos

Managing Director,
Operations

Edward Carrington

Impact Coordinator

Patrick Curran

Compliance Officer

Claudette Devlin

Senior Staff Accountant

Cole Dow

Director, VestGen Athlete

Thomas J. Ericson

Director, Compliance

Carrie Fisher

Manager, Marketing & Events

Devon Gutierrez

Operations Analyst

Kyle Henson

Operations Associate

Steve Keglevic

Director, Integrations

Matt LaLonde

Director, VestGen Insurance

Sean McGee

Senior Manager, Marketing Operations

Maggie Moore

Receptionist, Marketing Coordinator

Roberto Moreno

Executive Director, Technology Services & Integration

Dave Powell

Executive Director,
Systems & Technology

Cathy Sayers

Manager, Operations

Greg Scheider

CPA
Managing Director, Finance

Jason Sippel

Reporting Associate

Denise Verna

Controller

Christopher Wagner

Compliance Analyst

Don Williams

Executive Director, Operations