VestGen Wealth Partners Welcomes Six Advisory Practices Representing $1.5 Billion in Client Assets

Firm Now Oversees Approximately $7 Billion in Total Client Assets, With 45 Advisors Across the Country

Acquisitions represent next phase of growth after launching in December 2024

CHICAGO, Oct. 9, 2025 /PRNewswire/ -- VestGen Wealth Partners, LLC (VestGen), the wealth management firm revolutionizing the industry by solving for advisor succession while providing dedicated client service across generations, announced today it has moved into its next phase of strategic growth with the addition of six wealth management practices to its platform. These teams represent approximately $1.5 billion in assets expected to transition.

These additions add 15 advisors across four states. The following are the teams, led by experienced managing directors who are supported by next gen talent.

• Ursula Daley, JD, serving as Managing Director and Wealth Advisor leads an all-female team focusing on institutional clients. The team brings $410 million in client assets with offices in Oak Brook, Illinois
• Michael Moloney, Managing Director and Wealth Advisor, leads a team bringing $400 million in client assets with offices in the St. Louis metro area. Moloney also serves as Executive Director of the Hausstette Foundation, a platform for his philanthropic work in the community and he earned the prestigious Secretary of Defense Employer Support Freedom Award. Mo
• Michael Martin, Managing Director and Wealth Advisor, leads a six-person team bringing $280 million in client assets with offices in Kansas City, MO and has multiple NextGen advisors focused on developing and executing financial plans for retirees, small business owners, working professionals and women.
• Jeff Lesniewicz and Brian Ahern, ChFC©, CRPC© Managing Directors, Wealth Advisors co-lead a practice bringing $250 million in client assets built to support the unique wealth management needs of athletes of all levels – from NIL to professional. This Chicago-based team includes a range of experts who can navigate the often-irregular earning partners of these clients.
• John Straley, Managing Director and Wealth Advisor, leads a team bringing $219 million in client assets. Focused on providing a holistic and well-rounded financial plan for clients, Straley has developed a high-touch practice that delivers a range of wealth, asset and insurance management services in Chicago's northwest suburbs.
• Jon Lewis, Managing Director, Wealth Advisor brings $60 million in client assets. Based in Florida and Michigan, he leverages nearly four decades of experience and care. Lewis provides clients with a full suite of services across all aspects of wealth management and retirement planning.

The cohort joins VestGen's succession-focused platform to deliver robust financial planning and provide a broad suite of services such as tax compliance, estate planning, and retirement planning resources while preserving the high-touch local relationships families value and ensuring uninterrupted client continuity.

"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," said VestGen Founder and CEO Josh Gerry. "We are incredibly well-positioned to leverage this expansion to further support advisors and their clients throughout the country."

With the completion of these transactions, VestGen will oversee approximately $7 billion in total client assets, supported by 45 advisors serving their clients across the United States.  

In late 2024, VestGen launched with an impressive roster of 10 financial advisory practices collectively managing $5.3 billion in assets. Earlier this year, the firm announced the expansion of its leadership and NextGen advisor teams, which will leverage VestGen's start-up energy and scale of an established enterprise to achieve its ambitious growth goals through innovative succession support and NextGen professional development. Building on this foundation, the firm plans to expand into related services and wealth management offerings, thereby enhancing the value of its platform for advisors and improving its ability to deliver for clients.

About VestGen Wealth Partners

VestGen Wealth Partners, LLC is a first-of-its-kind wealth management ecosystem designed to seamlessly connect advisors, families, and their legacies under one unified platform. By combining cutting-edge technology, intergenerational talent, and unwavering commitment to client success, VestGen is redefining what it means to preserve wealth and relationships for generations. VestGen integrates comprehensive financial planning, tax, wealth management, insurance, and legal services into a family office experience, providing clients with the personalized and sophisticated service they deserve. With a mission to build wealth, preserve legacies and empower the future of wealth management, VestGen is poised to become the premier destination for advisors and investors alike. For more information, visit vestgen.com.

Disclosure
VestGen Advisors, LLC is an SEC-registered investment advisor. For more information, visit vestgen.com.

Media Contacts

Donald C. Cutler and Lorene Yue
424.317.4864 or 424.317.4854
dcutler@haventower.com or lyue@haventower.com

SOURCE VestGen