Meet the Team

Unmatched Professionalism,
Always At Your Service

The VestGen Investment Management team combines decades of experience in portfolio management, risk analysis, and client service to deliver solutions that are designed to help advisors succeed.

Our People

“VestGen Investment Management has been a true and real partner to our financial practice. They help us with valuable tools to assist in both client acquisition, onboarding and ongoing client service. I cannot offer anything but the highest recommendation of VestGen. The entire team there are the best resource I’ve had in my 40 year career! Give them an opportunity to prove VestGen’s value to your practice.”

Eric T. Nichols, ChFC, AIF® – United Planners Financial Services of America LP
Eric Nichols is a registered representative and advisory representative of United Planners Financial Services of America LP, Member FINRA and an SEC Registered Investment Adviser, DBA Eric Nichols. Although not specifically compensated for this endorsement, Eric Nichols and United Planners Financial Services of America LP, do receive a share of the advisory fee paid to VestGen Investment Management from those clients that Eric Nichols refers to us.

See how our experienced team can help your practice thrive.