VestGen Wealth Partners recently announced a significant milestone in its strategic growth plan, characterized by the addition of six new wealth management practices to its platform. Collectively, these practices are expected to bring approximately $1.5 billion in client assets, marking a substantial advancement for VestGen.
These new additions enhance VestGen’s capabilities by introducing a total of 15 seasoned advisors located across four key states. Each team is led by experienced managing directors and supported by emerging talent, aimed at providing tailored financial services to a diverse clientele.
The six new teams include:
- Ursula Daley, JD, is a Managing Director and Wealth Advisor leading an all-female team dedicated to institutional clients. This talented group brings in $410 million in client assets and operates out of Oak Brook, Illinois. Their focus on institutional investment solutions speaks to the growing need for sophisticated financial strategies in institutional settings.
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Michael Moloney, another Managing Director and Wealth Advisor, heads a team with $400 million in client assets, located in the St. Louis metro area. In addition to his advisory role, Moloney serves as the Executive Director of the Hausstette Foundation, a philanthropic organization that supports various charitable initiatives in the community. His commitment to service has earned him the distinguished Secretary of Defense Employer Support Freedom Award, highlighting his exemplary work in supporting military personnel and their families.
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Michael Martin, Managing Director and Wealth Advisor, leads a six-person team that manages $280 million in client assets from offices in Kansas City, Missouri. His team focuses on developing and executing comprehensive financial plans tailored for various client segments, including retirees, small business owners, working professionals, and women, ensuring that diverse client needs are met with expertise and care.
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Jeff Lesniewicz and Brian Ahern, ChFC, CRPC, are Managing Directors and Wealth Advisors who co-lead a specialized practice with $250 million in client assets. Based in Chicago, this dynamic team concentrates on the unique wealth management needs of athletes, ranging from those engaged in Name, Image, and Likeness (NIL) activities to professional-level sports. The team boasts a variety of experts adept at navigating the complexities associated with the often irregular earning patterns found in the sports industry, providing tailored financial solutions that accommodate the unique circumstances of these clients.
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John Straley, Managing Director and Wealth Advisor, leads a practice that has $219 million in client assets. Straley focuses on offering a holistic approach to wealth management. His high-touch practice in Chicago’s northwest suburbs specializes in delivering a wide array of services, including wealth management, asset allocation, and insurance solutions, ensuring that clients receive comprehensive support in all aspects of their financial well-being.
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Jon Lewis, a Managing Director and Wealth Advisor, brings $60 million in client assets to the firm. Operating in both Florida and Michigan, Lewis has nearly four decades of experience in the wealth management field. He provides clients with a comprehensive suite of services that address all facets of wealth management and retirement planning, emphasizing personalized strategies informed by decades of industry knowledge.
These newly integrated teams will enhance VestGen’s succession-focused platform, allowing the firm to provide robust financial planning and a comprehensive suite of services. These include tax compliance, estate planning, and retirement planning resources, all while preserving the meaningful, high-touch relationships families value. Ensuring seamless client continuity remains a core priority for VestGen as it expands.
With the completion of these strategic transactions, VestGen will manage approximately $7 billion in total client assets, supported by a team of 45 dedicated advisors serving clients across the United States.
Founded in late 2024, VestGen launched with an impressive assembly of 10 financial advisory practices managing a collective $5.3 billion in assets. Earlier this year, the firm announced a strategic expansion of its leadership and the addition of NextGen advisors.
This growth strategy aims to combine the innovative energy of a start-up with the operational scale of a well-established enterprise, enabling the firm to achieve its ambitious growth objectives through cutting-edge succession support and professional development for younger advisors. Looking forward, VestGen plans to further enhance its offering by expanding into related services and wealth management solutions, thereby increasing the value of its platform for advisors and improving its ability to deliver exceptional service to clients.
KEY QUOTES:
“In less than a year, we have launched an instantly competitive, firm of consequence working to solve the industry’s succession problem without disrupting clients’ lives. Bringing six more teams onto one fully integrated wealth management ecosystem is the next step—giving advisors more resources and families uninterrupted, multi-generational care. We are incredibly well-positioned to leverage this expansion to further support advisors and their clients throughout the country.”
VestGen Founder and CEO Josh Gerry
