President | Financial Advisor
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 achieve your financial goals and retirement income needs.
“If you can dream it, you can do it.” — Walt Disney
Background and experience
For over three decades, Dan has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific goals and retirement needs. Dan has dedicated his career to delivering the personalized investment planning services his clients deserve and expect. Dan began his career as a financial advisor with Lincoln National in 1988 and later moved to Edward Jones in 1994. Hoping to continue to advance in his career, Dan joined Merril Lynch and opened a new office in Alexandria Minnesota, where he would become Vice president and Certified Financial Manager.
Wanting to create his own independent firm, Dan joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2004. Dan would go on to become acknowledged as a Premier Advisor for seven years in a row from 2012 - 2018 by Wells Fargo Advisors. An award only given out to the top 15% of all advisors of the firm for production and maintaining the high professional standards required by Wells Fargo Advisors and FINRA.
In 2019, the team made the transition to affiliate with Prospera Financial Services, a boutique full- service broker-dealer. Taking a team approach, along with his son Chris who joined him in 2007, they strive to provide personalized financial advice for individuals and families.
Away from the office
Dan spends his free time with his wife of 42 years Connie. They both enjoy staying active playing golf, biking, exercising, and spending time with their two dogs, Jack and Bell, and grandchildren, Allie and Kyle.
Vice President | Financial Advisor
Series 24 Series 7 Series 66
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 developed, he can work with you to help achieve your financial goals and retirement income needs.
“We aim above the mark to hit the mark.” — Ralph Waldo Emerson
Background and experience
For nearly 13 years, Chris has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Chris has dedicated his career to delivering the personalized investment planning services his clients deserve and expect.
Chris began his career as a Financial Advisor with Wachovia Securities, a predecessor firm of Wells Fargo Advisors where he developed his fundamental investment knowledge. Upon joining with Wells Fargo Advisors in 2009, he continued to strive to provide personalized financial advice for individuals, families, and businesses. In 2019, Chris made the transition along with the rest of the team to affiliate with boutique full-service broker-dealer, Prospera Financial Services.
In 2019, Chris passed the General Securities Principal Exam. In addition to the Series 24 Registered Principal, Chris also holds a Series 7 General Securities Representative, Series 66 uniformed state law exam, and finally a Resident Life, Variable Life, and Variable annuities producer license.
Away from the office
Chris spends his free time with his friends and family and his dog Zoey enjoying the outdoors. Chris also loves to spend as much time as he can with his busy teenage daughter, Allie, a high school senior, along with his son Kyle, a sophomore in college. Other hobbies include drawing, painting, and photography.
Senior Client Services Associate
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.
“The future belongs to those who believe in the beauty of their dreams.” — Eleanor Roosevelt
Background and experience
Tasha has over 15 years of experience as a Senior Client Services Associate, with extensive experience in all administrative tasks including scheduling, organizing, and correspondence. 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. Tasha has always been an absolutely critical member of the Chapman Wealth Management team.
Away from the office
Tasha spends her free time with her two children Kyle and Allie in addition to her other friends and family. She is an avid outdoor person and loves to camp and boat in the summer, and ice fish in the winter. Tasha also enjoys athletic classes at her local gym.
Director of Practice Management
Hilary works to create efficiencies and refine the processes of our practice to help us continually raise the level of service we provide. In her role, she has oversight on all business services and resources we may need as a firm. In addition, she facilitates ongoing educational opportunities and idea exchanges to help us stay at the forefront of our industry.
As a CFP® professional, Hilary has been in the industry for over 25 years. She has a Bachelor of Business Administration from the University of Texas McComb’s School of Business and a Masters in Financial Management from the American College of Financial Services. She holds the Series 4, 7, 24, 53, 63 and 65 licenses. To keep an innovative mind, Hilary can often be found reading published pieces by various thought leaders in the industry. Outside of her passion for helping us provide the best service for our clients, Hilary enjoys morning runs and spending time with her husband and two children.
Account Manager – Advisor Marketing & Communications
Nicole works to provide marketing support to our team, including social media help, print and design support, project management and event design. Additionally, she serves as a liaison and expert on available third-party marketing resources.
Nicole is a CFP® certificant who brings over a decade of experience in the areas of retirement planning, insurance, risk management and high-net worth marketing strategies. She has a bachelor’s degree in both marketing and management from Baylor University and completed her financial education for the CFP® at Southern Methodist University. Nicole enjoys being a part of the community and spends time serving with her church on the hosting team and as a life group leader. As a dedicated professional, she takes pride in serving the esteemed clients of Chapman Wealth Management.
Operations and Service Manager
Caryn’s responsibilities include overseeing the day to day aspects of our firm’s operations and managing customer service delivery by reviewing account transactions to ensure high-quality service standards for all clients at Chapman Wealth Management.
Caryn has over eight years of experience in the financial industry and obtained has a bachelor’s degree from Texas Tech University and an MBA from Southern Methodist University. She holds the Series 7, 24 and 66 securities licenses. In her spare time, Caryn enjoys spending time with her husband and two children.
Vice President | Advisory Solutions
Paul is responsible for supporting the firm through the introduction of new tools, models and other advisory solutions. By focusing on advisory specifically for the independent business owner, he brings a renewed approach towards executing the advisory needs of Chapman Wealth Management.
Paul is a graduate of the Virginia Military Institute with a degree in Civil Engineering. He began his career in finance with Dorsey, Wright & Associates in 1997, ultimately serving as Sr. Vice President. During his tenure Paul led the development of many of the firm’s investment solutions, including Guided Models, Exchange Traded Funds, Structured Products, and Managed Accounts strategies such as Tactical Tilt. Paul has co-authored several books on investing and has taught risk management best practices to financial professionals for more than two decades. Paul and his wife have two kids and reside in Richmond, Virginia.
Wes is responsible for the compliance aspect of our firm. In his role, he works to provide guidance for best practices by tracking relevant laws and regulations, reviewing our policies and procedures, and most importantly, helping to preserve the integrity of Chapman Wealth Management. His work is a key component to supporting our firm’s core values of care character and competency.
Wes has held several roles in the financial services industry, providing our firm with a huge foundation and expertise in his role. Wes’ previous positions included the titles of trader, trading manager, operations manager, and compliance manager. Wes obtained his Bachelor of Business Administration from the University of North Texas and is Series 7, 63, 66, 24 & 55 licensed. When he is not spending time at the office, he enjoys working out and playing in the band for and at his church.