Peyton Chapman

Peyton’s passion for financial planning started early—at just 18, he opened a Roth IRA using money earned from a summer job painting his grandma’s garage and mowing her lawn. Inspired by his mom’s work with a financial advisor, he realized that financial planning is not just about numbers—it’s about relationships and helping people achieve their goals.

Peyton began studying economics at the University of Minnesota but soon recognized that strong communication skills are essential in guiding clients through financial decisions. He pivoted to communications, knowing that financial advising requires both technical expertise and the ability to connect with and educate clients effectively.

His hands-on experience includes working as a bank teller and as a Global Treasury Intern for a large NGO, giving him insight into both personal and international financial systems. After six months of dedicated studying, he passed all his licensing exams by New Year’s Eve 2024, marking the official start of his career as a financial advisor.

Peyton is passionate about helping individuals and families create a financial future they can feel confident in. Whether it’s planning for retirement, building wealth, or making informed investment decisions, he is committed to equipping his clients with the knowledge and strategies they need to succeed.

When he’s not working, Peyton enjoys playing basketball and card games, hiking, listening to live music, and grabbing a good cup of coffee. If you’re looking for a financial advisor who values relationships as much as results, Peyton is ready to help you take control of your financial future.