Financial planning tailored to your goals

Generational Family on Beach

How We Work With Our Clients

Our clients work with the Chapman Rowland Group because we take the time to understand what is most important to them personally, professionally, and financially then tailor custom solutions to help them best achieve their goals. We understand that asset management is not a one size fits all proposition and draw upon over 70 years of combined industry experience to deliver customized solutions for our client’s unique situations. We encourage our clients to thoroughly examine the ways in which they spend, invest, save, and transfer wealth and then partner with them throughout the journey to manage risk and simplify the complex.

How do we work together? We start with a complimentary meeting to develop a plan that considers your financial goals and how you expect to reach them. From there, we tailor investment portfolios that consider your personal and financial objectives to help you meet and exceed your financial goals then continually check in to adjust our plan to an ever-evolving market dynamic and life’s changes.

We support clients across a broad array of professional backgrounds, genders, and generations while adhering to our core principles- integrity, trust, and excellence. If you would like a second opinion surrounding your investments or don’t know where to start, we welcome the opportunity to speak further and see if we might be a suitable partner in helping you achieve your goals.

The Chapman Group UBS

Meet The Team

Our greatest strength is our diversity across generations, professional backgrounds, and genders. We pride ourselves in drawing from our unique backgrounds to share perspectives so that we can better understand the concerns of our clients across all generations and walks of life. In doing so, we take a holistic approach to providing a vast array of wealth management services that cater toward the needs of each generation of your family. We pride ourselves on identifying areas of our clients financial lives that they may have overlooked then proactively provide the information and advice they need so they can focus on what matters most to them.

  • Jim Chapman

    Jim Chapman

    Managing Director–Wealth Management

    Financial Advisor

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    • AK
    • AR
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    • CA
    • CO
    • CT
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • MT
    • NC
    • NE
    • NJ
    • NM
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • SD
    • TN
    • TX
    • UT
    • VA
    • WA
    • WI
    • WY

    Since 1992, Jim has guided affluent investors through every life and wealth stage as a Financial Advisor. Jim is our team’s senior member, and his commitment to client service, informed investing, and long-term planning unite our work as a group. He has primary responsibility for the team’s investment and customized portfolio management strategies. Risk management is the foundation of his team’s investment philosophy and each portfolio is built incorporating client goals, tax concerns, and wealth transfer aspirations. Jim brings vast experience and firsthand knowledge of all securities markets, and has supported investors across multiple market cycles. Jim obtained his Bachelor's of Science degree in Finance from Michigan State University. 

    Jim is involved with his community through Volunteers of America and the Wellspring Food Bank, and resides in Highlands Ranch, CO with his two children, Kiana and Tyler. He is an avid fly fisherman, and also enjoys golf, tennis, scuba diving, skiing, and traveling.

          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
        • Hunter Rowland UBS

          Hunter Rowland, CFP

          First Vice President–Wealth Management

          Financial Advisor

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          • AK
          • AR
          • AZ
          • CA
          • CO
          • CT
          • DE
          • FL
          • GA
          • HI
          • IA
          • ID
          • IL
          • IN
          • KS
          • LA
          • MA
          • MD
          • ME
          • MI
          • MN
          • MO
          • MT
          • NC
          • NE
          • NJ
          • NM
          • NY
          • OH
          • OK
          • OR
          • PA
          • SC
          • SD
          • TN
          • TX
          • UT
          • VA
          • WA
          • WI
          • WY

          Hunter joined UBS Financial Services in 2022 and has more than 12 years of financial services experience and holds the CERTIFIED FINANCIAL PLANNER™, CFP® certification. As a Financial Advisor with The Chapman Group, his responsibilities include relationship management, portfolio management and the wealth management needs of clients. Working with affluent families, business owners, executives and retirees, Hunter focuses on delivering outstanding service while building strong relationships with clients. Prior to joining The Chapman Group, Hunter was a Banking Advisor where he provided strategic banking and lending guidance to clients.

          Hunter is a graduate of Colorado State University where he earned his BS in Business Administration (Finance). He resides in Denver with his wife Margo, their daughter and two dogs. When not at work, Hunter enjoys spending time with family and friends, traveling, and is an avid golfer.

                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
              • Tyler Chapman UBS

                Tyler Chapman, CRPC

                Financial Advisor

                CERTIFIED FINANCIAL PLANNER™

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                • AK
                • AR
                • AZ
                • CA
                • CO
                • CT
                • DE
                • FL
                • GA
                • HI
                • IA
                • ID
                • IL
                • IN
                • KS
                • LA
                • MA
                • MD
                • ME
                • MI
                • MN
                • MO
                • MT
                • NC
                • NE
                • NJ
                • NM
                • NY
                • OH
                • OK
                • OR
                • PA
                • SC
                • SD
                • TN
                • TX
                • UT
                • VA
                • WA
                • WI
                • WY

                Tyler's passion as a member of The Chapman Rowland Group is working with clients to identify areas of their financial lives that may have been overlooked and then tailoring personalized solutions to help them meet and exceed their financial goals. Trust, communication, and understanding are key principles in Tyler's approach that our clients enjoy while working with him. Tyler’s aim is to think about the needs of our clients before they see the needs themselves. His goal is to provide clients with exceptional customer service and execution while proactively responding to client inquiries and requests. Tyler draws from his team members’ combined 70+ years of industry experience to simplify the complex and continually adjust our clients’ financial plans to position them properly in an ever-evolving market and personal life dynamic.

                Tyler attended the University of Colorado at Boulder and Graduated with a degree in Finance with an emphasis in Personal Financial Planning. In 2020, Tyler’s love for finance brought him to The Chapman Rowland Group. When Tyler is not busy at work, he enjoys golfing, skiing, fly fishing, volunteering, and spending quality time with friends and family.  

                    • CERTIFIED FINANCIAL PLANNER™
                    4600 South Ulster Street
                    Suite 700
                    Denver, CO 80237
                  • Cyndee Foster UBS

                    Cyndee Whitmarsh, CRPC

                    Senior Client Associate

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                    • AK
                    • AR
                    • AZ
                    • CA
                    • CO
                    • CT
                    • FL
                    • GA
                    • ID
                    • IL
                    • IN
                    • KS
                    • MA
                    • ME
                    • MI
                    • MN
                    • MO
                    • MT
                    • NC
                    • NE
                    • NM
                    • NY
                    • OH
                    • OR
                    • PA
                    • SC
                    • TX
                    • UT
                    • VA
                    • WA
                    • WI
                    • WY

                    Cyndee joined UBS Financial Services in 2022 and has over 20 years of financial services experience. As a Registered Senior Wealth Management Client Associate, she manages the operational, administrative and client service initiatives. Cyndee strives to meet and exceed client expectations with every service interaction, from opening and maintaining accounts to performance reporting and responding to service-related inquiries.

                    Cyndee resides in Centennial with her husband Mark, and their dogs Finlee and Frankee. Cyndee is an avid camper, mediocre golfer, and enjoys cheering on the Avalanche, and spending time with her daughter, Hanna.  

                          4600 South Ulster Street
                          Suite 700
                          Denver, CO 80237
                        • Lauren

                          Lauren Moreng

                          Client Associate

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                          • AZ
                          • CA
                          • CO
                          • CT
                          • FL
                          • GA
                          • IA
                          • ID
                          • IL
                          • IN
                          • KS
                          • LA
                          • MA
                          • MI
                          • MN
                          • MO
                          • MT
                          • NC
                          • NE
                          • NJ
                          • NY
                          • OH
                          • OK
                          • OR
                          • PA
                          • TN
                          • TX
                          • VA
                          • WA
                          • WI
                          • WY

                          Lauren joined UBS Financial Services in 2021 and has 10 years of financial services experience. As a Registered Wealth Management Client Associate, she manages the operational, administrative, and client service initiatives in partnership with Cyndee Foster. Lauren takes pride in her exceptional customer service and building lasting relationships.

                          Prior to joining the Chapman Rowland Group and UBS Financial Services, Lauren held several positions in the financial sector including Private Bank Relationship Specialist and Customer Service Manager.

                          Lauren obtained her Bachelor of Science degree from Montana State University. Outside of the office she enjoys outdoor activities, including hiking, frisbee, rollerblading, and snowboarding, as well as live music.

                           

                                370 17th Street
                                Denver, CO 80202

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