Experience

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.

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.

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.

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.

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.