Meet the Team
The Team
Dan Chapman
President | Financial Advisor
Focus Dan provides comprehensive investment planning to both individuals and businesses. Focusing on long term relationship building and wealth management. If a client and advisor relationship is developed, he can work with you to help...
Chris Chapman
Vice President | Financial Advisor
Series 24 Series 7 Series 66 Focus Chris provides comprehensive investment planning to both individuals and businesses. Focusing on long term relationship building and wealth management. If a client and advisor relationship is...
Tasha Chapman
Senior Client Services Associate
Focus Tasha provides all the administrative and clerical support for the Chapman Wealth Management team. In addition, Tasha strives to provide clients with outstanding professional service in the administration of their accounts....