How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jennifer J. Nelson
Operations Specialist
Jennifer Nelson collaborates and supports our back office operations. Jennifer comes to NGWS with a degree in Psychology and an eagerness to learn more about the Financial Services Industry. She is detail-oriented and committed to...
Laura D. Marciano
Client Service Manager
(303) 793-9392
Laura D. Marciano oversees administration for all aspects of client care and is responsible for the daily operational functions of Next Generation Wealth Systems™.
Sagemark Consulting
Access to abundant intellectual capital is one of our greatest strengths. Sagemark Consulting provides additional resources through local and national teams, consisting of industry specialists with strong technical backgrounds in all...
Stephanie L. Jordan
President
(303) 793-9392
Stephanie L. Jordan, Founder of Next Generation Wealth Systems™, has been educating clients for 28 years through major financial transitions.