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.
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.
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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.
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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.
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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.