Team

“Luck is what happens when preparation meets opportunity.” - Seneca

You don’t want to leave something as important as Financial Independence to one person. That’s why we have a diverse team of professionals to draw upon. Experience and trustworthiness do count when it comes to your money. And since every strategy we recommend is custom designed to you, every team is pulled together based on your areas of concern.

You may have your own trusted advisors such as an accountant or attorney. We’re happy to collaborate with them.

Jennifer J. Nelson

Operations Specialist

303-714-4702

303-793-0392

Jennifer.Nelson@NGWSAdvisors.com

Jennifer came to NGWS in 2021 after years of devotion to her family as a stay-at-home mom. She has a degree in Psychology and valuable life experiences as the wife of a retired US Naval Officer with 30 years of service. She has...

Laura D. Marciano

Practice Manager

303-714-4726

720-242-5444

Laura.Marciano@NGWSAdvisors.com

Enthusiastic Dinner & Game-Night Host. Fearless Foodie. Nature Lover. Supportive. Passionate. Dedicated. With nearly two decades in the financial services industry, Laura Marciano is committed to delivering exceptional client support....

Stephanie L. Jordan

President

(303) 714-4726

(303) 793-9392

Stephanie.Jordan@NGWSAdvisors.com

Oldest sibling. Hard-working overachiever from the Midwest. Organized. Attentive to details. Straight-talker. Honest to a fault. Stephanie has been educating clients for over 30 years through major financial transitions. Her...