You can now find Well Rounded Success^® at Financial Planning Fort Collins^®. Jason Speciner, CFP^®, EA, and founder of Financial Planning Fort Collins (FPFoCo), announced that the firm completed a deal to acquire fellow Fort Collins, Colorado-based, fee-only financial planning firm Well Rounded Success. As a part of the deal, Dan Andrews, CFP^®, joined FPFoCo as Vice President of Financial Planning.

“Dan’s knowledge and experience, paired with his background in offering exceptional client service, make him a perfect fit for Financial Planning Fort Collins,” Speciner said. “When thinking about some of the best financial planners near me, Dan’s name comes to mind, so it is with great humility that I welcome Dan to the team.”

As Vice President of Financial Planning, Andrews brings with him seven years of experience as a financial planning professional. Andrews’ commitment to helping young adults gain financial literacy while embracing personal growth supports FPFoCo’s focus on full-service financial planning. His dedication to transparency as well as focus on giving back to his community make him a natural and invaluable addition.

“It’s exciting to join an established team where we can leverage our unique strengths,” Andrews said. “It’s going to be fun enhancing the client experience with our different experiences, skills, and financial planning backgrounds.”

Andrews and the FPFoCo team look forward to continuing to serve their current client base as well as the opportunity to expand offerings to new clients.