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Locker Financial Services, LLC

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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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Lauren L

CFP®

Verona, NJ

Locker Financial Services, LLC

Lauren Locker is a CFP® professional with 23 years of industry experience. She has been with Locker Financial Services, LLC since 1992. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and professionals sponsoring retirement plans. The firm offers comprehensive financial planning, consulting, and discretionary portfolio management, focusing on diversified mutual funds and ETFs with accounts typically held at Charles Schwab.

General retirement planning College savings (529s, UTMA, etc.)
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Andrew C

CFP®, Series 65

Verona, NJ

Locker Financial Services, LLC

Andrew Chan is a CFP® and Series 65-registered financial advisor with 22 years of industry experience. He has worked at Locker Financial Services, LLC since 2017 and also at Integrative Financial Advisors LLC since 2008. Locker Financial Services is a fee-only advisory firm serving individual clients, including high-net-worth households, and some professionals sponsoring retirement plans. The firm offers comprehensive financial planning and discretionary portfolio management, focusing on strategic asset allocation using diversified mutual funds and ETFs.

General retirement planning College savings (529s, UTMA, etc.)
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