Broker Check


“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

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...

Read more

Laura D. Marciano

Client Service Manager

(303) 714-4780

(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™. 

Read more

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...

Read more

Stephanie L. Jordan


(303) 714-4726

(303) 793-9392

Stephanie L. Jordan, Founder of Next Generation Wealth Systems™, has been educating clients for 28 years through major financial transitions.

Read more