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Michael Scott Caplan, CFP®
Founder & Private Wealth Advisor
MICHAEL SCOTT CAPLAN, CFP®
Michael leverages his background in mathematics and his experience as an attorney to focus in wealth management for individuals and businesses. With an emphasis on wealth preservation strategies and in developing financial plans specifically tailored to clients' needs, Michael prepares allocation models using complex algorithms to minimize risk and to increase the expected rate of return of a client's overall portfolio. As a Private Wealth Advisor, Michael provides a full range of wealth management services including: retirement advice, charitable pursuits, education funding, estate planning, risk management, investment management and business strategies.
Michael received his B.A. from Northwestern University in 1991, with honors, with a focus on mathematical modeling and economics. He thereafter received his law degree in 1995, with honors. His law practice initially focused in the area of private equity and hedge fund law where he frequently handled complex transactions for executives of multinational corporations, including advising corporations on investments in both public and private companies. Michael was selected to be a Fellow at Georgetown's Institute of International Economic Law and also was an adjunct law professor at Georgetown University Law Center. Prior to a career in the financial services industry, Michael worked for some of the most prestigious law firms in Washington DC and New York, NY.
Michael enjoys all that Colorado has to offer: skiing, mountain climbing and hiking. When he isn’t outside, you can find him spending time with his wonderful wife, Janelle, his 17-year old triplets (two girls and a boy) and 13-year old son.
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Jessica Kathryn Margetson, CFP®
Head of Wealth Planning
Jessica K. Margetson, CFP®
Jesse Margetson focuses on providing comprehensive wealth preservation, estate transfer and charitable giving guidance. She holds specialized training as a Certified Financial Planner ™ and is nationally recognized in the financial services industry. Jesse takes the lead in conducting comprehensive financial planning and analysis of goals for Invictus Private Wealth clients. Her extensive experience creating complex financial plans for clients enables her to thoughtfully weigh best opportunities at each critical juncture of the planning process. Jessica's analysis of client objectives helps determine the appropriate level of risk for each individual or family, ensuring investment portfolios are aligned with long term goals.
Jesse graduated with distinction from the University of North Carolina - Chapel Hill in 2009. She holds a degree in International Studies with a concentration in global trade and economics. Jesse began her financial services career in 2010 and has held dedicated wealth planning roles servicing High Net Worth and Ultra High Net Worth clients over the course of the past decade.
In her free time, Jesse loves hiking and skiing in the mountains surrounding Denver. She and her husband Jordan have a three year old little boy and welcomed a little girl in May of 2021.
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Jodi Michelle Burnett
Director of Operations
Jodi Michelle Burnett
Jodi focuses on operations and productivity at Invictus Private Wealth to create a seamless experience for our clients. Her strong background of over 20 years in the financial services industry includes management and operations roles.
Jodi was selected as the Valedictorian of her class at Regis University (Denver, Colorado) and graduated with high honors in 1996. Upon graduation, she received a Bachelor of Science in Business Administration and a Bachelor of Arts in French.
She moved from Denver, CO to the Tampa, FL area with her husband Chris, daughter Brianna and two cats in 2017. In her free time Jodi enjoys spending time with her family and friends on the surrounding beautiful beaches and hosting out of town guests.
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Sydney Victoria Levy, CFP®
Head of Business Development
SYDNEY V. LEVY, CFP®
Sydney brings her passionate work ethic and enthusiasm to the clients of Invictus Private Wealth as Head of Business Development. She focuses on client communication and development, business initiatives and relationship building.
Since beginning her financial services career in 2018, Sydney has held a number of roles across the industry from Human Resources to Chief of Staff to Wealth Strategy. Her broad experiences and deep understanding of the operational framework of the financial services industry have led to the development of a strong analytical skillset in technology and organizational development.
Sydney graduated with distinction from the University of Maryland - College Park in 2018. She received a Bachelor of Arts in Communication with a Minor in Business.
Sydney moved from New York City to Denver, Colorado in 2021 to be closer to the mountains and national parks – she loves to hike and ski. In her free time, she enjoys going to see live music with friends and trying new restaurants.