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Gus J

CFP®

Glenwood Springs, CO

Systematic Wealth Management, Inc.

Gus Jepsen is the President and CEO of Systematic Wealth Management. He has a proven track record working with high-net-worth individuals, foundations, and institutional investors. He was instrumental in building a rapidly growing Denver-based Registered Investment Advisor practice, which was ultimately acquired by a private equity-backed group. His diverse client roster has included entrepreneurs, executives, former State Governors, and senior members of Congress. Gus holds an MSc in Carbon Finance from the University of Edinburgh and a B.S. in Business Administration from the University of Denver. His background includes work in sustainable finance and collaboration with academic and institutional partners on investment data strategy. Outside the office, Gus is an avid adventurer. He has bikepacked the Great Divide Mountain Bike Route, rafted the Grand Canyon, snowboarded the Canadian Rockies, the French Alps, and Hokkaido, and completed multiple mountaineering expeditions in Alaska. He lives with his wife and son in Glenwood Springs, Colorado.

General retirement planning General tax planning Factor investing / smart beta Exec comp design Business ownership considerations Engineering Professional Technology Professional Attorney Founder/Business Owner Retired Established Professionals Approaching retirement Retired Widow/Widower Divorced

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Timothy H

CFP®

New York, NY

Firebrand Wealth Management, LLC

Timothy Huynh is a CFP® professional with six years of industry experience. He is currently with Firebrand Wealth Management, LLC, where he has worked since 2024. His prior experience includes roles at Westfield Financial Planning and Harding Loevner LP. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm offers discretionary investment management and comprehensive financial planning, employing a passive portfolio construction approach guided by Modern Portfolio Theory and fundamental analysis.

Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Suzanne B

Series 63, Series 66

New York, NY

Firebrand Wealth Management, LLC

Suzanne Bottoms is a financial advisor at Firebrand Wealth Management, LLC in New York, NY, with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including DHR Investment Counsel, Ltd. and Royal Alliance Associates, INC. Suzanne is licensed as an insurance agent in Virginia but is not affiliated with any insurance company and does not actively sell insurance. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm emphasizes passive portfolio construction guided by Modern Portfolio Theory and fundamental analysis, typically using index mutual funds and ETFs while maintaining flexibility for other securities.

Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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Stephanie H

CFP®

New York, NY

Firebrand Wealth Management, LLC

Stephanie Huynh is a CFP® professional with experience at Firebrand Wealth Management since 2022. Her prior roles include positions at Neuberger Berman, HQ Capital Private Equity, and Prudential Financial. Firebrand Wealth Management serves individual and high-net-worth clients, charitable organizations, and corporate retirement plan sponsors. The firm emphasizes passive portfolio construction using index funds and ETFs, while maintaining flexibility to incorporate individual equities, fixed income, and options as appropriate.

Business sale tax planning Cash flow / budgeting Founder/Business Owner Retired Mid-Career Professionals Established Professionals
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