Justin L. Soucie,
CFP®
JUSTIN L. SOUCIE, CFP®
Chief Executive Officer, Chief Investment Officer & Co Founder
Education: University of Northern Colorado; BS Business Administration – Finance
Professional Certificate: CERTIFIED FINANCIAL PLANNER™ Professional
Fun Facts About Justin:
What is your favorite Food/Snack?
I definitely like salty over sweet, so chips are my kryptonite! We make a Costco run for the office every quarter and I am actually glad when we run out of chips!
What do you wish you knew more about?
History. All kinds of History. There is just so much to know and learn from American and World History that it can be overwhelming for me.
What kinds of things do you like to cook or are good at cooking?
I love cooking breakfast! Especially in the summer when I can fire up the Blackstone Grill and get everything cooking at the same time.
Louis W. Harris,
MBA, CFP®
LOUIS W. HARRIS, MBA, CFP®
Financial Advisor
Education: Loyola University New Orleans; Master of Business Administration
Auburn University; Bachelor of Civil Engineering
Professional Certificate: CERTIFIED FINANCIAL PLANNER™ Professional
Fun Facts About Louis:
What is your favorite Travel/Vacation spot?
Crested Butte, Colorado. Love skiing that mountain with my family and the summertime mountain biking is epic.
What is the #1 item on your bucket list?
I’d have to say completing the Continental Divide Trail on my bike from Canada to Mexico.
What kinds of things do you like to cook or are good at cooking?
I recently bought a pizza oven and have been trying to perfect New Jersey-style thin crust, my family’s favorite!
Greg Brown,
MS, CFA®
GREG S. BROWN, MS, CFA®
Financial Advisor
Education: Colorado College; Bachelor of Economics
University of Denver – Daniels College of Business; Masters of Finance
Professional Certificate: CHARTERED FINANCIAL ANALYST® Professional
Fun Facts About Greg:
What topic could you spend hours talking about?
Finance. My wife always asks me to talk about finance when she has a hard time sleeping!
What is your favorite sport?
Pickleball. Now that I am over 50 years of age, it feels appropriate.
What is your favorite Travel/Vacation spot?
My grandfather lived in Switzerland for over 20 years. I was always amazed by the beauty and scenery of that country.
Scott A. Jensen,
CPA, JD, MBA
SCOTT A. JENSEN, CPA, JD, MBA
Wealth Planning Specialist
Education: Marquette University; Master of Business Administration
Marquette University Law School; Doctor of Law
University of Utah; Bachelor of Science – BS, Accounting
Professional License: Certified Public Accountant, Doctor of Law
Fun Facts About Scott:
What’s the oldest thing you own?
I have a Victor Victrola record player that has been in our family since approximately 1915. It can play old shellac records using a wooden needle. My son has already staked his claim on it for the day it leaves our house.
What game have you spent the most hours playing?
I recently bought a full size, stand-up retro arcade game machine loaded with over 13,000 games. I’m not much better than I was as an 11 Year old, but I spend way too much time playing Ms. Pac-Man, Burger-Time and many others.
What’s the most memorable gift you’ve received?
When I was a kid, my parents gave me a fitted Chicago Cubs baseball cap. I loved that thing! I still have it over 40 years later even though it now kind of looks like it has been run over by a car.
Ryan B. Williams,
CFP®, CMT®
RYAN B. WILLIAMS, CFP®, CMT®
Portfolio Manager & Trader
Education: Metropolitan State College of Denver; Bachelor of Science, Marketing
Professional Certificate: CERTIFIED FINANCIAL PLANNER™ Professional, Chartered Market Technician®
Fun Facts About Ryan:
What is your favorite Season?
Winter, Growing up in Colorado I have great memories skiing with my grandfather, parents and children.
What is your favorite Travel/Vacation spot?
A few years ago I was fortunate enough to visit St. Croix, one of the U.S. Virgin Islands in the Caribbean. Snorkeling in the crystal-clear waters is something I hope to be able to do again.
What is the best piece of advice you’ve ever received?
The advice wasn’t direct to me, but in a recent podcast Dr. Gio Valiente draws between sports to investing. “When investing, deploy capital proportional to the opportunity in the market in the moment. Have a disciplined and repeatable process to drive investment decisions, because fear of failure or having a less desirable outcome can distract us from seeing the opportunity at hand”
Brian J. Soucie
BRIAN J. SOUCIE
Senior Portfolio Administrator
Education: Northeastern Junior College; Associates of Science – Business Administration – Management
Fun Facts About Brian:
What kind of things do you like to cook or are good at cooking?
I love Braised Short Ribs. Nothing better than a snowy Sunday with football on the TV and nothing else to do except let the flavor build.
What is the #1 thing on your bucket list?
To get a hole in one on the golf course. I feel like if I don’t get one in my lifetime, then what was all this golf really for??
What is your secret talent?
I think I could hold my own at a Karaoke night.
Robyn K. Petty
MA
ROBYN K. PETTY, MA
Human Resources and Portfolio Administrator
Education: University of Northern Colorado; Bachelor of Arts, Psychology
University of Norther Colorado: Master of Arts in Community Counseling – Marriage and Family Therapy Emphasis
Fun Facts About Robyn:
Where is the most interesting place you’ve been?
Uganda, Africa. It had been on my bucket list since the age of 17 and I finally got to go in January of 2020. It was a life changing trip!
What game have you spent the most hours playing?
Scrabble. It takes my husband 10 minutes to play each word and he usually wins!
What is the best way to start your day?
A hike in the mountains followed by breakfast and a good cup of coffee.
Courtney D. Graeber
COURTNEY D. GRAEBER
Executive Assistant
Education: Colorado State University; Bachelor of Exercise Sports Science
Fun Facts About Courtney:
What is your favorite Food/Snack?
My daughter’s homemade cheesecake!
What do people think is weird about you?
I love to detail clean!
What game have you spent the most hours playing?
Old school solitaire with a deck of cards.
Teresa R. Crockett
TERESA R. CROCKETT
Administrative Assistant
Fun Facts About Teresa:
Where is the most interesting place you’ve been?
Singapore. You know that hotel that looks like it has a boat floating on top? I’ve been up there!
What is the best way to start the day?
Sitting on my patio in the summer with a fresh cup of coffee while reading and listening to the birds chirp.
What is the hardest job you’ve ever had?
Being a homeschool teacher is hands down the hardest thing I’ve ever done. Coming into an office every day is a piece of cake compared to that.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if G&S Capital LLC is engaged, or continues to be engaged, to provide investment advisory services.
