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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 68359

Out of 400,000+ nationwide

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Preston M

Series 66

Friend, NE

Edward Jones

Preston Meints is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he operates a family farm and coaches high school girls basketball in Friend, Nebraska. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a variety of investment strategies. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers discretionary and non-discretionary advisory services under a fiduciary standard.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Tyler D

Series 66

Beaver Crossing, NE

Thrivent Investment Management

Tyler Dolezal is a financial advisor with Thrivent Investment Management and holds a Series 66 designation. He has two years of experience at Thrivent and previously worked at TreeHouse Foods for eight years. Outside of his advisory role, he serves as co-chairman of the Bee States Ballroom Restoration Committee, a nonprofit focused on community events and historic building upkeep. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers goal-based, holistic planning on a range of financial topics without discretionary trading authority and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Business ownership considerations
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Matthew S

Series 66

Milford, NE

LPL Financial

Matthew Sample is a financial advisor with LPL Financial, holding a Series 66 designation and 13 years of industry experience. His background includes roles at Waddell & Reed, various insurance carriers, and Heyen Tax & Accounting, where he was involved in tax preparation and accounting. Outside of finance, he has been active in community organizations such as the Kiwanis Club of Milford and the Milford Wrestling Club. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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