Melinda oversees the general management of the firm and brings her passion and understanding of women and their unique relationship with money to empower them with clarity and confidence to make sound financial decisions. Her focus is to help society with the products and services RPR sells and also make a difference in the community in which she lives and works. Melinda is on the Mile High United Way Women’s Leadership Council and is also a Board Chairman for the Women’s Global Empowerment Fund. Melinda received her Bachelor’s Degree from the University of Utah. She has three grown children and five grandchildren and lives in Parker, CO.
Director of Client Relations
Tara is, perhaps, the most important member of our team; our quarterback, you might say. Tara has worked in the mortgage and financial services industry since 1987 and she’s made a career of taking great care of our clients. Tara is responsible for servicing all of our client accounts, business and personal. She ensures all paperwork is processed correctly and in a timely manner. Her primary concern is for the needs of our clients and she gets to know many of them very well as the years go by. Feel free to call Tara or your advisor for any account questions you may have. We’re always happy to help!
Director of Marketing & Operations
Roni came to us from the real estate and lending industries. Roni enjoys working with our clients to ensure their experience with Retirement Planning Resources is always improving, often helping our clients add real estate into their portfolios. She manages the office and plans all of our seminars and events.
In her constant search to grow and improve, she and her mother have also created a new company called Advance Arrangements, LLC (www.AdvanceArrangements.com). Roni believes this company will help families all over the world by providing a personal online filing cabinet for their daily life, as well as being a great help when families are going through the stress of losing a loved one and need to handle final arrangements quickly and easily.
Tax-Free Income Specialist
Chase was born and bred into the business of insurance and finance and has grown up with the terminology his entire life. He joined the family business in 2008 and has since spread his wings by moving his family and opening up a satellite office in Atlanta, GA. Chase focuses on long-term care, life insurance, disability insurance, and annuities. Chase received his Bachelor’s Degree in Entrepreneurship with a minor in Financial Planning from Utah State University. After serving a religious mission in Venezuela several years ago, Chase is fluent in Spanish and has found that it helps him significantly in his professional life. Chase lives in Marietta, Georgia with his wife and his two beautiful little girls.
Denver’s Financial Coach™
Coach Rich™ specializes in coaching clients about Safe, Protected, Guaranteed money. Rich was a quarterback for Weber State back in his college days and has spent his entire adult life in the coaching arena, coaching football at Division One level for 10 years at Weber State and Utah State Universities as an offensive coordinator. Featured in Fox Business News, Rich has made the natural transition into becoming well-known as Denver’s Financial Coach™. Rich received his Bachelor’s Degree in Communications and his Masters Degree in Education from Weber State University. The Coach™ lives in Parker, CO with his wife and three very active children.
Cynthia has proven herself time and time again as an expert in the insurance and financial services industry. She specializes in working with individuals by building financial plans for every stage of life, even assisting clients with chronic illnesses. Cynthia’s passion for proper financial planning has come on the heels of significant financial losses due to her own personal illness and how improper planning created a financial disaster for her family. Cynthia and her son, Taylor, reside in Parker, CO and enjoy bike riding and anything that has to do with the power of positive thinking.
Join Cynthia every Saturday
afternoon from 3pm-4pm
for her weekly radio show,
Money In Motion.