Advisors

Daniel Urquidi has worked in the financial services industry since 2010. In 2019, he transitioned from the banking world to work as a financial consultant. He is passionate about helping clients understand their retirement options and takes a holistic approach to help them create a plan that fits their needs.

Daniel has lived in Colorado Springs since 2005 and enjoys spending his free time outdoors - mountain biking, snowboarding, or playing (and coaching) baseball. He also enjoys working on his golf game!

Schedule a Consultation

Ryan Chapman completed his undergraduate degree in Finance at the University of Colorado Boulder and in the following year, completed his Master’s degree in Finance at CU Boulder as well.  He takes a relationship-driven approach to helping people grow and manage their money and uses his technical background to find unique opportunities in the market.

Ryan is a Colorado native and a big fan of local sports teams, especially the Denver Nuggets. In his free time, he enjoys playing basketball, hiking in the mountains, and watching sports.

Schedule a Consultation