Andrew Chaffee
Andrew joined Apella Wealth in 2022 after transitioning from the defense contracting industry, where he spent nine years in various […]
Portfolio Management
Greg Young
You’ve led with purpose. Now it’s time to plan with purpose. I help military leaders—especially those approaching retirement or transitioning
Erik Baskin
Hi, I’m Erik, Founder of Baskin Financial Planning, a fee-only financial planning firm located in Colorado Springs, Colorado focused on
Randy Gantt
With 27 years of experience in the financial industry, Randy’s passion for customized comprehensive planning and investment management, led him
Adrienne Ross
Adrienne Ross, AFC, CFP, ChFC is founding partner at Clear Insight Wealth Management, a firm dedicated to empowering clients to
Brian O’Neill
Brian “ALF” O’Neill is a native of Overland Park, KS. After graduating from the Catholic University of America in Washington,