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 preserving the future of those closest to you. Now more than ever, doing it right requires the services of a sophisticated professional team.
Over twenty 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 and currently serves in a drilling reserve capacity as the Commodore of the FIFTH Navy Expeditionary Logistics Regiment at Point Mugu, Naval Base Ventura County, CA.
This dedicated husband and father of two girls spends time out of the office skiing, sailing and traveling with his family.
Watch my video
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.
Stephen holds the Certified Financial Planner™ certification, the Chartered Financial Consultant Designation, is a Chartered Retirement Plan Specialist, and an Accredited Investment Fiduciary. Stephen currently provides services for both individuals, families, and leads the retirement plan services team at Chapel & Collins.
He enjoys giving his time and resources as a member of the finance committee for the United Way of Larimer County, the Fort Collins Ram Network, and is actively involved at his church.
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 Lee and Aubrie.
Watch my video
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.