Chappell Wealth Management
After many successful years helping clients at Merrill, Brent R. Chappell, CFP庐, CIMA庐, Brad C. Chappell, CIMA庐, Michael W. Mills, CFP庐, and Spencer D. Carlson, CFA created Chappell Wealth Management in 2023. The planning-based firm is committed to simplifying the complexities of financial life and empowering families to let wealth be a source of happiness.