Who We AreServing clients
for nearly 30 years
The core of who we are is rooted in loyalty and trust - it is the foundation from which we grow a relationship with our customers. This is what makes us different. From first time investors to those securing stability for their twilight years, we are here to support, educate, and offer insight to every individual that we encounter.
In the dizzying world of stock markets and financial lingo, we often become too fixated on the immediate numbers and lose sight of the bigger picture. We want to understand what truly matters to you and tailor a holistic financial plan that gives you peace of mind today and tomorrow. We care as much about why you are investing as what you are investing in.
Prospera Financial Services
In today’s world of investing, more and more clients are choosing to use the services of independent financial professionals. With personalized attention and a dedication to detail, these advisors are driven by their clients’ needs and expectations of financial success.
First Clearing, LLC
First Clearing provides quality securities-execution and brokerage-clearance services to retail securities firms throughout the United States. Headquartered in Saint Louis, Missouri, First Clearing provides the benefit of a firm with a long heritage in the full-service brokerage business and the strength of Wells Fargo & Company, one of the nation’s largest financial service companies.
First Clearing is a member of the New York Stock Exchange, NASDAQ and other major exchanges.
Dan Chapman
President | Financial Advisor
For more than 40 years, Dan has helped individuals and business owners navigate important financial decisions and plan for the future. Known for building long-term relationships, he takes pride in helping clients work toward their goals and retirement dreams with guidance that is personal, practical, and grounded in trust.
Dan began his career in 1988 and held key roles at leading financial firms before launching his independent practice. Since 2007, he has worked alongside his son, Chris, to provide personalized financial advice tailored to each client’s needs.
Outside the office, Dan and his wife, Connie, enjoy staying active through golf and biking and spending time with their grandchildren, Allie and Kyle.
Chris Chapman
Vice President | Financial Advisor
With nearly 20 years of experience in the financial services industry, Chris Chapman is dedicated to helping individuals, families, and business owners build, preserve, and enjoy their wealth. As one of the founders of Chapman Wealth Management, Chris provides comprehensive investment planning and wealth management strategies tailored to each client’s unique goals, values, and vision for the future.
Chris believes that successful financial planning begins with strong, long-term relationships built on trust, transparency, and personalized service. By taking the time to understand what matters most to each client, he develops customized strategies designed to help clients pursue financial independence, prepare for retirement, and navigate life’s important financial decisions with confidence.
Over the course of his career, Chris has guided clients through significant market cycles and changing economic environments. He began his career as a Financial Advisor with Wachovia Securities, a predecessor firm of Wells Fargo Advisors, where he developed a strong foundation in investment planning and portfolio management. In 2009, he continued his career with Wells Fargo Advisors, and in 2019 transitioned with his team to Prospera Financial Services, an independent full-service broker-dealer and registered investment adviser.
Chris is a Registered Principal and holds the Series 24, Series 7, and Series 66 securities registrations, as well as life insurance licenses.
“We aim above the mark to hit the mark.” — Ralph Waldo Emerson
Away from the Office
Outside of work, Chris enjoys spending time with his dog, Frank, and with his closest friends and family. He appreciates the outdoors and especially enjoys golfing and other outdoor activities whenever he can.
Tasha Chapman
Senior Client Services Associate
Focus
Tasha provides administrative and operational support for the Chapman Wealth Management team. She works closely with clients on account servicing, transfers, documentation, and other day-to-day needs, helping ensure each interaction is handled with care, professionalism, and attention to detail.
“The future belongs to those who believe in the beauty of their dreams.” —Eleanor Roosevelt
Background and experience
Tasha has more than 22 years of experience as a Senior Client Associate. She is passionate about building and maintaining strong client relationships while delivering exceptional service. She genuinely enjoys helping people, creating lasting client connections, and making sure clients feel supported every step of the way. Skilled in account management and client relationship support, she is dedicated to creating positive experiences and fostering trust with every interaction. Tasha is also a Notary Public.
Tasha began her career with Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2004. In 2019, she transitioned with the team to affiliate with Prospera Financial Services, a full-service boutique broker-dealer. In 2026, Tasha was honored by Prospera Financial Services with the Gold Standard Award at its Service Associate University conference in Dallas. The award recognizes service professionals who consistently go above and beyond in operations, professionalism, and client service.
Tasha remains a critical member of the Chapman Wealth Management team, known for her deep understanding of behind-the-scenes processes, solution-oriented approach, and commitment to supporting both clients and the team.
Away from the office
Away from the office, Tasha enjoys spending time with her two children, friends, and family. She has a passion for the outdoors and enjoys camping, boating, and summer concerts, as well as ice fishing in the winter.