Retirement Planning Resources is Committed to Improving Your Long-Term Retirement Goals
Melinda owns and oversees the general management of the firm, while sharing her passion and understanding of women to empower them to make sound financial decisions with clarity and confidence. Her goal is to help people with the services RPR provides as an independent insurance firm, in addition to working towards making a difference in the community in which she lives.
Chase was born and bred into the business of insurance and finance. After joining the family business in 2008, he moved his family and opened a satellite office in Georgia. Chase focuses on long-term care, life insurance, disability insurance, and annuities. He received his bachelor’s degree in Entrepreneurship with a minor in Financial Planning from Utah State University. Chase lives in Kennesaw, Ga. with his wife and his three beautiful girls.
Specializing in working with financially successful individuals for over 34 years. Chris’ passion is to educate his clients on how to accomplish their goals by using creative and uncommon solutions. His work experience in many financial disciplines has provided the background for his creativity. His experience includes income tax preparation, estate design and tax-reduction strategies.
Having a diversified business background ranging from mortgage banking to the medical and pharmaceutical industries, Nicola brings over 30 years experience to the firm. She manages the office making it run seamlessly as well as planning all our seminars and events. She has 2 daughters, 1 attending CU Boulder and the other a sophomore at Rock Canyon High School.
Tara is the most important member of our team; our quarterback, you might say. Tara has worked in the financial services industry since 1987 and has made a career of taking care of our clients. She is responsible for servicing all of our client accounts; business and personal, and she ensures all paperwork is processed correctly and in a timely manner. Tara resides in Aurora, CO with her husband of 34 years. Tara has four grown children and her first granddaughter came in April of 2016. Feel free to call Tara or your advisor for any account questions you may have. We’re always happy to help!