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About
Calen Smerchek is a Portfolio Manager at VestGen Advisors, LLC based in Denver, CO, where he develops and manages customized investment strategies for individuals and families seeking outcomes-focused wealth management. At VestGen, he specializes in designing portfolios that align with clients’ long-term financial goals, drawing on a disciplined and research-driven approach.
He brings focused expertise in multi-asset allocation, retirement planning, and wealth preservation, and works across public equities, fixed income, and alternative investments relevant to high-net-worth and retirement-focused clients. Prior to joining VestGen, Calen served as a Wealth Manager at Martin Financial Group, where he provided holistic financial planning and ongoing portfolio management for diverse client needs.
Calen began his investment career as an intern at Barber Financial Group, where he gained foundational experience in client-facing advisory roles. He holds a degree in Finance from the University of Missouri-Columbia and leverages a broad financial toolkit to deliver comprehensive, personalized solutions for clients at various life stages.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| VestGen Wealth Partners | Portfolio Manager | Jun 2025 to Present | — |
| Martin Financial Group | Wealth Manager | Jan 2018 to Present | — |
| Barber Financial Group | Intern | May 2017 to Aug 2018 | — |
| Barber Financial Group | Relationship Manager | May 2017 to Aug 2017 | — |
Education
University of Missouri-Columbia
Finance, General
2015 — 2018
Skills & Expertise
Others at Vestgen Advisors, LLC (3)
| Name | Role | Location |
|---|---|---|
| Investment Research Associate | Perry Hall, MD , United States | |
| Managing Partner | Dover, DE , United States | |
| Chief Investment Officer | United States |
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| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States | |
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