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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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David C

Series 63, Series 66

South Fork, CO

UBS Financial Services

David Creasey is a financial advisor with UBS Financial Services who holds Series 63 and Series 66 licenses and has 24 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the board and executive committee of The Alley Theatre in Houston, where he also chairs the Education and Community Engagement Committee and participates on the Finance and Audit Committees. Additionally, he is a board member of the Sam Houston Area Council Boy Scouts of America and serves on its Investment Committee. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Russell C

Series 63, Series 65

South Fork, CO

Morgan Stanley

Russell Cowman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations in its financial planning process.

General estate planning guidance
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Scott T

CFP®, Series 63, Series 65, Series 66

South Fork, CO

Edward Jones

Scott Tracy is a CFP®-designated financial advisor with Edward Jones, based in South Fork, Colorado. He has 35 years of industry experience and has been with Edward Jones since 2004. Outside of advising, he owns a rental condo in The Hills, Texas, which is managed by a third party. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of investment strategies and affiliated products, supported by a large network of advisors and branch offices nationwide.

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