Your full-time fiduciary®.
Your full-time fiduciary®.
Fee-only CFP® pros.
From Fort Collins, Colorado.
Financial Planning Fort Collins is 100% employee-owned. We offer financial planning, investment management, and income tax preparation in one comprehensive service package. As an ensemble, we excel at guiding successful singles, couples, and families who want professional assistance with their finances. With over 30 years of combined experience, our Certified Financial Planner™ pros have the expertise to serve you.
Jason Speciner is a Certified Financial Planner™ professional and an Enrolled Agent. Since 2004 he has served clients of all ages and backgrounds with unique experience working with members of generations X and Y.
As a Certified Financial Planner™ professional, Jason has met the Certified Financial Planner Board of Standards’ rigorous initial and ongoing education, examination, experience, and ethics requirements. In practice, he must adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.
As an Enrolled Agent, Jason has demonstrated a special competence in tax matters and has been granted unrestricted rights to represent taxpayers before the Internal Revenue Service. To maintain these rights he must adhere to specific ethical standards and stay current with tax law and regulations by completing a required amount of continuing education annually.
Jason graduated from Colorado State University with a Bachelor of Science in Business Administration, concentration in Finance, and a certificate in International Business. While attending CSU Jason was a member of the 2000 and 2002 Mountain West Conference champion football team.
In 2005, Jason met his wife Casey in Fort Collins. Casey and Jason were married in 2009 and share their home with their daughter, Shiloh, their twins, Hunter and Quentin, and their dog, Arthur Vandelay. Jason’s interests include technology, cooking, travel, and sports.
Regina Neenan comes to Financial Planning Fort Collins with a history in marketing, a passion for customer service, and a lifelong interest in personal finance. A transplant from the driftless Midwest, the wide open spaces, foothills, and Rockies beyond called Regina to Fort Collins, where they now call home. Their mother, a former banker, and father, son of a city treasurer, inspired Regina’s love for finance, planning for the future — and balancing their checkbook the old-fashioned way.
Regina joined the FPFoCo team in August 2018 and has since obtained the Certified Financial Planner™ (CFP®) designation. Their responsibilities at Financial Planning Fort Collins include ensuring that each client receives a consistent and enjoyable experience throughout the financial planning process.
In their spare time, Regina enjoys cheering on the Green Bay Packers, homebrewing with their partner Zack, and cuddling their cat, Coco. Out and about, you’ll find Regina enjoying Fort Collins’ food and drink scene with friends, taking dance classes, volunteering, and just spending time outdoors.
Dan Andrews is a Certified Financial Planner™ professional, Accredited Estate Planner® designee, and Chartered Advisor in Philanthropy®. He specializes in helping clients efficiently and effectively juggle their many personal finance responsibilities. Since joining the profession in 2012, Dan makes the financial planning process less daunting with a professional yet light-hearted approach.
Dan’s backstory includes growing up in San Diego, graduating from the University of Denver, working at Walt Disney World, and starting his career working in luxury hotels in Aspen, Colorado. He then joined the financial planning profession as a wealth manager before launching his own firm, Well-Rounded Success, which he operated from 2015 through 2020. He now works at Financial Planning Fort Collins and enjoys being part of a team where many professionals bring their individual styles and expertise to the overall client experience.
Giving back is important to Dan, and he also encourages his clients to think about how they’ll be everyday philanthropists by giving their time, treasure, and talent. In addition to many other philanthropic efforts, Dan was a founding member and the Vice President of the XY Planning Network Diversity Committee for more than two years. He currently gives his time by volunteering with the Meals on Wheels of Fort Collins and shares his treasure by donating blood on a regular basis — even though he doesn’t like needles.
Dan and his wife Lauren live in Fort Collins and both enjoy being goofballs alongside their son, Quinn. Dan’s hobbies include tennis, pinball, traveling, gardening (in the learning stage), and corny jokes.
Hello! I’m Christin Hutchcraft, and I joined the team at Financial Planning Fort Collins in July 2022.
My passion is in business development and helping both businesses and clients find success. Professionally, I have worked in numerous industries, including medical, retail, and the public sector, but always found myself happiest in a role that involved financials. I thrive on collecting data and making processes efficient but never lose sight of great customer service.
I graduated from Boise State University in 2006 with a bachelor of science in criminal justice administration. For a short time afterward, I worked for Idaho State Police in financial services, managing drug grants before relocating back home because of a business opportunity. My husband and I have been successful business owners now for over 14 years.
Some personal info …
I met my husband, Eric, in 2003, and we were married in 2009. We have a son, Ryan, who was born in 2017. I live in Eastern Washington and thoroughly enjoy the 300-plus days of sunshine we get! My son is just getting old enough to start sports, so each season usually brings something different — from soccer to basketball and baseball to swimming. When we have time, we enjoy boating, biking, golfing, and snowmobiling.
|Assets Under Management||Annual Fee|
|$0 - $1,000,000||0.60%|
|$1,000,000 - $3,000,000||0.50%|
|$3,000,000 - $5,000,000||0.25%|
|$5,000,000 and above||0.10%|