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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

3 advisors near 38930

Out of 400,000+ nationwide

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Dana M

Series 66

Greenwood, MS

Edward Jones

Dana Marshall is a financial advisor at Edward Jones with three years of industry experience. Prior to joining Edward Jones, Marshall worked at Powers Properties and America's Catch, Inc. Outside of advising, Marshall serves as an Administrative Council Member at St. John's UMC, where they participate in discussions on financial reports and vote on major expenses and administrative issues. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and investment solutions supported by a nationwide network of over 23,000 financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert S

Series 63, Series 66

Greenwood, MS

Edward Jones

Robert Spiller is a financial advisor with Edward Jones in Greenwood, MS. He holds Series 63 and Series 66 designations and has 39 years of industry experience, having been with Edward Jones since 1986. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of discretionary and non-discretionary investment strategies, access to separately managed accounts, affiliated mutual funds, and provides overlay and tax-efficient services under a fiduciary standard.

General retirement planning Retired Founder/Business Owner Executive
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Kathleen M

Series 63, Series 66

Greenwood, MS

Edward Jones

Kathleen Manning is a financial advisor with Edward Jones in Greenwood, MS, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She worked at Guaranty Bank and Trust Company for six years before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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