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Stash Wealth, 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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Cassandra M

CFP®, Series 66

New York, NY

Stash Wealth, LLC

Cassandra Mcknight is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Stash Wealth, LLC since 2023. She previously worked at UBS Financial Services Inc. from 2014 to 2023. Stash Wealth serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. The firm’s investment approach emphasizes passive, diversified asset allocation based on Modern Portfolio Theory and offers educational content including newsletters, podcasts, and seminars.

General retirement planning Tax-loss harvesting General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting HENRY (High Earners, Not Rich Yet)
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Priya M

Series 65, Series 66

New York, NY

Stash Wealth, LLC

Priya Malani is a financial advisor at Stash Wealth, LLC with 9 years of industry experience. She holds Series 65 and Series 66 licenses and has been with Stash Wealth since 2012. The firm serves individual, high-earning professionals by providing comprehensive financial planning through its Stash Plan and ongoing investment management via the Stash Management service. Stash Wealth emphasizes a Modern Portfolio Theory-based investment approach focused on passive, diversified asset allocation primarily using ETFs and mutual funds, supplemented by educational content such as newsletters, podcasts, and seminars.

General retirement planning Tax-loss harvesting General tax planning College savings (529s, UTMA, etc.) Cash flow / budgeting HENRY (High Earners, Not Rich Yet)
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