We put ourselves in your shoes.

Have you ever wondered:

Am I saving enough to meet my retirement objectives?

Will I have the retirement I'd hoped for?

Will my children have the financial opportunity to continue their education?

Is my estate plan consistent with my current goals?

Done correctly, personal financial planning helps discover and prioritize your objectives while planning and protecting the future of those closest to you. Now more than ever, doing it right requires the services of a sophisticated professional team.

WHAT MAKES US DIFFERENT

We work with these guiding beliefs:
Chapel and Collins was born in 2004 when Donna Chapel, who had founded SB Investment Advisors, LLC in 1998, and Dennis Collins, then an associate with a Denver-based wealth-management firm, joined forces to bring high caliber financial planning to Northern Colorado. In 2006, they established a Denver office to better serve their clients in the metro area. Chapel & Collins is an Independent Registered Investment Advisor currently advising on approximately $370 million for private clients and retirement plan sponsors, offering securities through Raymond James Financial Services, Inc. Member FINRA/SIPC.

The Partners

Donna Chapel CPA, PFS, CFP®,
Founding Partner/Certified Movie Buff

Donna believes it is a privilege to help guide her clients toward their financial dreams and has helped them with tax planning and financial matters since 1984. After graduating Magna Cum Laude from Colorado Mesa University, Donna began her career at a regional CPA firm in Grand Junction, CO. She moved to Fort Collins in 1987, becoming a tax partner with a local CPA firm. In 1997, she became a CERTIFIED FINANCIAL PLANNER™ professional and was responsible for the development of what would later become Chapel & Collins, LLC. Donna is also a Personal Financial Specialist (PFS).

She is currently Treasurer and Director of Veteran's Compass of Northern Colorado and a United Way Alexis de Tocqueville member.

Previously, Donna served as President of the Rotary Club of Fort Collins as well as Trustee for the Rotary Club of Fort Collins Endowment Fund, Chair of Victim's Assistance Law Enforcement Board, Director of The Center for Family Outreach and member of WomenGive, Community Foundation of Northern Colorado committee member, and held several other volunteer positions for various nonprofit organizations throughout her career. Donna has also participated in Leadership Fort Collins and served on various professional committees.

Donna is married to Tom, a geotechnical engineer who also volunteers for Larimer County Search and Rescue. They are proud parents of Jessica (an elementary teacher) and Josh (an Afghanistan Marine Veteran). When she is not supporting veterans' and children's causes, she can be found traveling to Italy or relaxing with her husband, children or friends by watching a good movie.
Donna.Chapel@RaymondJames.com
Watch my video

Dennis Collins CFP®, CIMA®, CPWA®,
Founding Partner/Commander, US Navy Reserve

Seventeen years ago, Dennis discovered that his forte was bringing clarity to his clients' major life planning decisions. He earned his BS from DePaul University and an MBA from the University of Denver. Prior to joining Chapel & Collins as a principal in 2004, Dennis was a principal at the registered investment advisory firm of Smith, Collins & Associates, Inc. (now M.J. Smith & Associates) in Englewood, Colorado. He has been a financial advisor with Raymond James Financial Services since 1996.

Dennis holds certifications including CERTIFIED FINANCIAL PLANNER™ professional, Certified Investment Management Analyst™, Certified Investment Management Consultant™ and Certified Private Wealth Advisor. He is also a logistics officer in the US Navy Reserves and currently serves as the Commanding Officer of his reserve unit, NR Commander, SEVENTH Fleet Logistics Readiness Center Detachment at Naval Base Kitsap, WA.

This dedicated husband and father of two girls spends time out of the office running, mountain biking and traveling with his family.
Dennis.Collins@RaymondJames.com
Watch my video

Stephen West CFP®, ChFC®, CRPS®
Partner/Outdoors Family Man

After eight years in IT, Stephen realized he belonged in finance and headed back to school. He graduated from Colorado State University and then joined Chapel & Collins in 2006. He has been a financial advisor with Raymond James since 2007.

He currently holds the CERTIFIED FINANCIAL PLANNER™ certification, the Chartered Financial Consultant Designation, and is a Chartered Retirement Plan Specialist. Stephen currently provides services for individual and business clients and is also the Chief Compliance Officer for Chapel & Collins.

He currently serves on the finance committee for the United Way of Larimer County, is the Vice President of the Fort Collins Ram Network, and is the treasurer of Cub Scout Pack 98.

Stephen's love of outdoors often leads him into local rivers to fish, and he's determined to visit every national park. He is also a proud supporter of Colorado State Ram athletics. He and his wife, Lacie, have two children.
Stephen.West@RaymondJames.com
LinkedIn
Watch my video

Staff

Jarret Jacobus
Financial Planning Resident
Deep Sea Explorer
Click for Bio
Nicole Rockett
Client Service Manager
Nature Enthusiast
Click for Bio
Jordan Florey
Client Service Associate
Click for Bio
Cory Rau, CFP®
Financial Advisor
Mover and Shaker
Click for Bio
Nicole McAuliffe
Client Service Associate
Click for Bio

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.