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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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Loren B

ChFC®, Series 63, Series 65

Mt. Vernon, NY

Lifemark Securities Corp.

Loren Bailey is a ChFC® with 29 years of industry experience, currently serving as an advisor at LifeMark Securities Corp. since 2022. His prior experience includes roles at Client First Capital, LLC and J.P. Morgan Securities. Outside of his advisory work, he is also an independent insurance agent specializing in Medicare insurance and works part-time as a caregiver. LifeMark Securities Corp. provides fee-based investment advisory and financial planning services primarily to individual investors and retirement plan sponsors. The firm offers tailored, suitability-driven advice with a range of investment programs and manages accounts on both discretionary and non-discretionary bases.

Annuities Retirement plans for business owners (SEP, solo 401k) Wealth management
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