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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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Kurt S

Series 63, Series 65

Passaic, NJ

Singer Wealth Advisors LLC

Kurt Stein is a financial advisor with Singer Wealth Advisors LLC in Passaic, NJ, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior roles include positions at Bank of America, Merrill Lynch, and National Securities Corp. Outside of his advisory work, he manages Skymount LLC, providing fundraising, job placement, and administrative consulting services to religious organizations. Singer Wealth Advisors serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans by offering portfolio management, financial planning, and various specialized investment services. The firm employs both fundamental and tactical analysis and integrates third-party model managers to manage discretionary accounts.

Annuities Private / alternative investments Equity compensation tax strategy
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