Chappell Wealth Management

After many successful years helping clients at Merrill, Brent R. Chappell, CFP®, CIMA®, Brad C. Chappell, CIMA®, Michael W. Mills, CFP®, 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.

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