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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 76528

Out of 400,000+ nationwide

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Eric R

Series 66

Gatesville, TX

Empower Advisory Group

Eric Reese is a financial advisor with Empower Advisory Group and holds a Series 66 designation. He has 22 years of industry experience, with prior roles at Advised Assets Groups, LLC, GWFS Equities, Inc., CUNA Brokerage Services, Inc., and SchoolsFirst FCU. Outside the financial industry, he owns and operates Reese Athletic's, a personal training business serving high school, college athletes, and individuals. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and select retail brokerage account holders. The firm’s services are integrated with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns, annual rebalancing, and savings rates rather than short-term forecasts.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Scott J

Series 63, Series 66

Gatesville, TX

Independent Financial Group, LLC

Scott Johnson is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 29 years before joining Independent Financial Group in 2019. Johnson serves as an officer and board member of the Boys & Girls Club of Gatesville. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser that provides brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse client base with a range of investment options and account management styles.

Wealth management Passive / index investing Active portfolio management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Oliver P

ChFC®, Series 63, Series 65

Gatesville, TX

Edward Jones

Oliver Puhr is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. His prior experience includes roles at BBVA Compass Insurance Agency Inc, BBVA Wealth Solutions Inc., Compass Bank, BBVA Securities Inc., Old National Bank, LPL Financial, and Anchor Bank. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices across the United States.

Retirement income strategy General retirement planning General estate planning guidance Retired Founder/Business Owner Executive
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