VestGen Welcomes Six Advisor Firms
VestGen Wealth Partners, LLC is adding six wealth management practices to its platform. These teams represent approximately $1.5 billion in assets expected to transition.
According to a release, these additions add 15 advisors across four states, including:
- 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.
- Michael Martin, managing director and wealth advisor, leads a six-person team bringing $280 million in client assets with offices in Kansas City, Missouri, 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, 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.
- 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.
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 U.S.
Amanda Umpierrez is the Managing Editor of 401(k) Specialist magazine. She is a financial services reporter with nearly a decade of experience and a passion for telling stories and reporting news. She is originally from Queens, New York, but now resides in Denver, Colorado.
