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.
He completed the firm's Financial Planning Residency Program in 2015, gaining relevant experience to help clients develop a plan for their financial future. The Financial Planning Residency Program is an in-depth three year program that focuses on the principles of financial planning and couples participants with the skills of networking, advisory process and technical knowledge. He currently holds the CERTIFIED FINANCIAL PLANNER™ certification, Series 7 and Series 66 licenses, and is licensed for Health and Life insurance in Colorado.
He is a graduate of the University of Denver with a Bachelor of Science in Finance with a minor in Leadership Studies. He looks forward to earning further certifications and improving his professional skills while working for the firm.
He started with Chapel & Collins in January 2011 as an intern. Jarret is a New Jersey native who ventured out to Colorado for college. When he's not at work, he loves to brew beer at home or catch a movie with his wife, Hannah. Jarret also loves the great outdoors while hiking, skiing, backpacking and scuba diving.
Nicole believes that the most rewarding aspect of being a Client Service Manager is making a difference in someone's day, no matter how big or small. If she can leave a smile on a person's face, she considers that a task completed. She joined the Chapel & Collins team in 2007 as a Client Service Manager and brings nearly 15 years of experience as an administrative professional in the financial services industry. Prior to joining Chapel & Collins, Nicole worked with Dennis Collins at the investment advisory firm of Smith, Collins & Associates, Inc., now M.J. Smith & Associates.
Nicole is licensed as a Registered Representative with RJFS and holds Colorado state licenses in both health and life insurance. She is currently pursuing a Bachelor's degree in Business Management through Colorado State University Global Campus.
Nicole enjoys all the magic that children bring while keeping up with her daughter, Macy. When spare time presents itself, she enjoys the challenges of Crossfit and yoga and relaxing with music, gardening, cooking and spending time with family and friends.
Cory completed the firm's Financial Planning Residency Program in 2017, gaining relevant experience to help clients develop a plan for their financial future. The Financial Planning Residency Program is an in-depth three year program that focuses on the principles of financial planning and couples participants with the skills of networking, advisory process and technical knowledge. He currently holds the CERTIFIED FINANCIAL PLANNER™ certification, Series 7 and Series 66 licenses, and is licensed for Health and Life insurance in Colorado.
Cory is a 2013 graduate from Colorado State University with a Bachelor of Science degree in finance. He's been on the Chapel & Collins team since May 2012 and greatly enjoys the knowledge he's gaining from the advisors in the firm.
He is a Colorado native who enjoys many of the outdoor activities Colorado offers. When he's not in the mountains or on a lake fishing, he enjoys following Colorado sports teams; especially the Avalanche, Broncos and CSU Rams.
Nicole McAuliffe is a native of Fort Collins, CO who joined the Chapel & Collins team in June of 2016 after completing a year internship. She graduated from Colorado State University with a Bachelor of Science degree in Finance and a certificate in Human Resource Management. She appreciates the knowledge and experience she is gaining from the advisors in the firm.
Nicole is the girls JV basketball coach at Fort Collins High School, and loves being able to give back to her former high school. In her spare time away from work and coaching, Nicole is an avid sports fan and enjoys watching any sporting event, especially college basketball. She also loves spending time with her family and friends in the beautiful Fort Collins area.
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.