After 35 years of experience in the industry and creating over a billion dollars in legacy, Joe has learned to arm his clients with a possibility mindset that thinks multi-dimensionally and multi-directionally about the capabilities of their money. His Socratic approach allows people from all financial backgrounds to not only conceptualize the ideas but to ultimately kickstart their own generational legacies. His courtesy and respect of every individual in a given room is tangible, and yet hearing his kids call him “goofy” doesn’t seem too far of a stretch either. When he’s not knee deep in developing financial futures for his clients, you can expect to find Joe’s nose in a book and his feet in the sand with as many of his family members nearby any chance he can get.
Wise / Generous / Loyal
A kinesthetic learner and hard worker, Stan learned the how behind successful business from the bottom up, rising from the dish-room at 16 with Marriott to the boardroom at Ritz-Carlton Hotel Company and at 29 becoming CEO for TG Worldwide. When Stan started Unbridled in 2001, he committed the second half of his career to discovering the why behind a successful brand - one that he hopes will redefine corporate culture.
Stan’s why began with a question he’d been pondering for years, “what if business did what we expect our Government to do - genuinely care for its people?” This exploration gave way to the Unbridled moniker “doing good by doing well” and it all hinged on a workplace culture that actually valued “people over positions or profits.”
The idea inspired what has now become known as the 20:20:60 business model whereby the Unbridled Companies prioritize social good by giving the first 20% of profits to UnbridledACTS their non-profit. This has generated millions in social good with an impact reach from the US, to Africa, Costa Rica, Pakistan and more. The second 20% of profits are reinvested in the Unbridled Companies to guarantee stability during economic fluctuations and the remaining 60% of profits are distributed to shareholders. In other words: Community first, Business second, Shareholders third.
Today, the Unbridled Brand is summarized in three core principles: Destiny (cultivating individual and team identities), Authenticity (focusing on being genuine, likeable and reliable), and Radical Generosity (doing good by doing well).
Stan’s passion for restoration has led to his most recent endeavor: the renovation of six historic commercial buildings in Fremont County, Colorado, including the historic Hotel St. Cloud, as part of a large-scale rural economic development plan for the area.
In his free time, you’ll often find Stan strumming along at an impromptu office jam session or with his wife, Cindy, and their three kids, touring around Colorado in an RV.
Faithful / Fearless / Generational
Through trust and reputation, Jonathan excelled as a business finance expert specializing in Historic Real Estate transactions and lending a hand in starting more than fifteen businesses. From purchasing a failing music school and helping it cashflow in under a year to discovering and successfully receiving almost $1M in Historic Tax Credits for a Real Estate project in Denver. Jonathan is also currently a partner in six businesses, Managing Partner of Unbridled Wealth and leads the Finance Team for UpperRoom Denver.
Though Jonathan is a numbers guy (with a minimum of eight excel spreadsheets open at one time), he is also someone who deeply cares about inheritance and win-win scenarios for families and businesses. While the businesses keep him busy, his values never falter and he always finds time to be with his family. He has a rambunctious 4-year old daughter, Eleanor, and a (literal) rock-star wife, Dana.
Wise / Strategic / Loyal
In 2001, he started his own sporting events photography business which has grown from servicing events in a single city, to now covering events nation-wide.
In 2006 he co-founded the non-profit working with remote tribal villages in the jungles of North East India helping them to become more self-sustaining. Jason was among a small group of people who were the first foreigners to visit some of these places since the last 1800's. He then published a photo-memoir in 2013 about his journeys in the jungles of India. He has also traveled to Vietnam and Thailand, spent time in the cities and deserts of Jordan and the remote jungles of Laos.
In 2015, Jason launched a real estate investment company dedicated to helping distressed home owners.
It was through these life experiences, and having a heart to help people, that Jason grew a desire to help people achieve financial wellness, and change their financial legacy. He saw no better place to do this, than at Unbridled Wealth.
Jason is very active in Missions and his Church and is an avid collector of antique books. He is a husband and father, and love taking his two toddler boys on many adventures to experience life to the fullest.
Loyal / Passionate / Balanced