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 solutions to help them 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. We help our clients reach their financial goals by providing services such as strategizing for wealth preservation in retirement, thoughtful estate planning guidance, charitable giving solutions, college education funding solutions, tax-efficient investment management, and detailed financial planning.

How do we work together? We start with a complimentary meeting to develop a plan that considers your unique family situation, financial goals, and the steps that you have already taken 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. We understand that our clients’ lives are not stagnant, and we pride ourselves on simplifying the complex by proactively providing tailored solutions throughout all of life’s most stressful changes. Whether our clients are welcoming a new family member to the world, mourning a death of a loved one, buying or selling a business, contemplating different professional opportunities, or transitioning out of the workforce into retirement, we act on their behalf to make financial decisions so that they can focus on the most important aspects of their personal lives.

  • Jim Chapman

    Jim Chapman

    Managing Director–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

    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 our team’s investment and customized portfolio management strategies. Risk management is the foundation of his investment philosophy, and each portfolio is built incorporating client goals, tax concerns, and wealth transfer aspirations. Jim specializes in working with corporate executives, small business owners, professional service providers, retirees and their family members while providing custom tailored investment & liquidity solutions.

    Jim is a Michigan native and enjoys rooting for his alma mater Michigan State where he earned his Bachelor’s degree in Business Administration with an emphasis in Finance. Jim enjoys giving back to the Denver community through his involvement with Volunteers of America and the Wellspring Food Bank. Jim resides in Cherry Creek Colorado, where he enjoys making new connections while spending time out and about. In his free time, he enjoys spending time with his children Tyler & Kiana, fly fishing, golfing, playing tennis, scuba diving, skiing, and traveling.

          4600 South Ulster Street
          Suite 700
          Denver, CO 80237
          jim.chapman@ubs.com
          Jim Chapman
          4600 South Ulster Street,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

          Since 2011, Hunter enjoys being a partner of affluent individuals and their family members as they navigate life’s changes. Hunter parlayed his past career as a Banking Advisor where he provided strategic banking and lending guidance to clients into his career as a Financial Advisor in which he uses his unique acumen to provide creative lending solutions as part of our group’s holistic approach to wealth management. Hunter is a CERTIFIED FINANCIAL PLANNER™, and he brings his thoughtful and collaborative approach to financial planning. As a Financial Advisor with The Chapman Rowland Group, Hunter is a master relationship manager who takes pride in providing detailed financial planning, unique lending solutions, and customized investment solutions. Hunter specializes in servicing affluent families, business owners, executives, widows, and retirees. He is known for his empathetic approach in helping our clients navigate life’s most difficult changes.  

          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 Kate, and their dog Rascal. When he is not hard at work, Hunter enjoys spending quality time with friends and family, skiing, golfing, traveling, and cheering Kate on in her various athletic endeavors.

                4600 South Ulster Street
                Suite 700
                Denver, CO 80237
                hunter.rowland@ubs.com
                Hunter Rowland, CFP
                4600 South Ulster Street,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

                Since 2020 Tyler has been partnering with affluent families while providing thoughtful financial solutions that consider the goals of every family member across generations. As the youngest member of our team, Tyler has a unique understanding of the challenges faced by young professionals and helps families transfer wealth to the next generation. Tyler is a CERTIFIED FINANCIAL PLANNER™.  He has a thoughtful and collaborative approach when providing financial planning as they are accumulating wealth or preparing for retirement.  As a financial advisor with the Chapman Rowland Group, Tyler’s responsibilities include establishing wealth accumulation strategies for up-and-coming generations, providing estate planning guidance to families, investment management, and financial planning. Tyler specializes in working with service professionals, high earning families, small business owners, retirees, newlyweds, and widows. Tyler’s clients value the proactive customer service he provides in conjunction with the benefits of Jim and Hunter’s portfolio management expertise.

                Tyler is a Denver native who attended The University of Colorado at Boulder and graduated with a bachelor’s degree in business administration with emphasis in finance and personal financial planning. Tyler resides in Cherry Creek where enjoys spending time with his girlfriend Julia. When Tyler is not hard at work, you can find him pursing his passions golf, tennis, fly fishing, skiing, hiking, and giving back to the Denver community by supporting at-risk, underprivileged youth through his involvement with The Denver Children’s Foundation.

                    • CERTIFIED FINANCIAL PLANNER™
                    4600 South Ulster Street
                    Suite 700
                    Denver, CO 80237
                    tyler.chapman@ubs.com
                    Tyler Chapman, CRPC
                    4600 South Ulster Street,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

                    Since 1996, Cyndee's goal is to provide exceptional customer service to our clients. Our clients rely on Cyndee to provide thoughtful solutions to any problems they may have that are related to their accounts at UBS.  Cyndee prides herself on understanding how our clients spend and save their assets then executes thoughtful solutions to ensure that they can pay bills and transfer assets between accounts in the most efficient manner possible. Cyndee is a Chartered Retirement Planning Counselor™. As a CRPC®, Cyndee collaborates with our clients who are retired to plan for Required Minimum Distributions and makes sure they are executed in a compliant, tax-efficient manner. Cyndee’s responsibilities include opening and maintaining accounts, executing required minimum distributions, executing recurring payments, transferring assets between accounts, 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, self-described mediocre golfer, and enjoys cheering on the Avalanche, and spending time with her daughter, Hanna.

                          4600 South Ulster Street
                          Suite 700
                          Denver, CO 80237
                          cyndee.foster@ubs.com
                          Cyndee Whitmarsh, CRPC
                          4600 South Ulster Street,Denver,CO,80237
                        • Lauren

                          Lauren Moreng

                          Client Associate

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                          • AR
                          • 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.  Prior to joining the Chapman Rowland Group and UBS Financial Services, Lauren obtained 7 years of experience in the financial services industry through various roles including Private Bank Relationship Specialist and Customer Service Manager. As a Registered Wealth Management Client Associate, Lauren prides herself on developing personal relationships with our clients and their family members so that she can proactively address potential concerns before they become apparent. Lauren’s responsibilities include opening and maintaining client accounts, establishing recurring transactions according to client’s expense and liquidity needs, monitoring managed portfolios, and responding to service-related inquiries. 

                          Lauren obtained her Bachelor of Science degree from Montana State University. When Lauren is not hard at work, she enjoys spending time outdoors playing frisbee golf, roller blading, snowboarding, and enjoying live music.

                           

                                4600 South Ulster Street
                                Suite 700
                                Denver, CO 80237
                                l.moreng@ubs.com
                                Lauren Moreng
                                4600 South Ulster Street,Denver,CO,80237

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