Being Financial Advisors is all about building relationships with clients. By learning more about you and your needs, we are able to offer more personalized advice and service. Please read below to learn more about us.
Steven G. Chapman, CFP®
Senior Vice President - Wealth Management
Senior Portfolio Management Director
Steve Chapman heads a team of experienced professionals who assist in relationship management, client communication, and exceptional service. Steve has been working in the financial industry since 1970. His diverse financial services background includes positions as Senior Partner of the accounting firm Chapman, Davis & Chapman and as Vice President of Finance at an automotive original equipment manufacturer.
Steve has been a CERTIFIED FINANCIAL PLANNER™ since 1987, an honor earned by qualified advisors who meet both quantitative and qualitative educational requirements. Starting in the financial services industry in 1982, he became a portfolio manager in 1986. He currently holds the title of Senior Portfolio Management Director, a distinction awarded to only the top portfolio managers at Morgan Stanley Smith Barney.
Steve is a member of the Certified Financial Analyst Institute, The Financial Planning Association and The Society of Financial Service Professionals. Steve and his wife Susan were married in 1969 and enjoy spending time with their three children and three grandchildren. Steve enjoys reading, golf and sailing.
Gregory M. Chapman, CPWASM
Financial Planning Specialist
Investment Planning Specialist
Greg Chapman leads the team in relationship management and complex planning with offices in Grand Rapids, Michigan. Greg has been assisting his clients with their financial objectives since 2003. He continues to improve his knowledge base by attending several independent advanced planning conferences held throughout the year.
Greg is a Chartered Private Wealth AdvisorSM focusing on the life cycle of wealth: accumulation, preservation and distribution. The CPWASM is an advanced program taught at the University of Chicago Graduate School in conjunction with Investment Management Consultants Association.
He has served on two not-for-profit boards as chairman and vice chairman, owned and operated two businesses, produced and hosted a broadcast television program interviewing CEO’s, and from 1997 to 2003 was a top performing Global Account Manager outsourcing global operations of Fortune 50 companies.
Greg is a resident of the Grand Rapids area and is happily married to his wife, Geilyn. He enjoys spending time with his 2 children, Ashton and Haley.
Renee M. O’Connor
Registered Client Service Associate
Financial Planning Associate
Renee O’Connor leads the team in the administrative and operational area as a client service associate. A graduate of Hope College, Renee holds bachelor’s degrees in both Business Management and French. Prior to joining Morgan Stanley Smith Barney, Renee worked for Congressman Pete Hoekstra in Washington, D.C. Additionally, she has worked for a private investment firm in Michigan.
Living and working in the Capitol has taught Renee the importance of exceptional service and the need for a well-managed, client-focused approach. During her work in Washington, Renee was responsible for responding to the needs and concerns of her constituents on a daily basis, while applying timely, useful solutions to those needs. Renee is firmly committed to building long-term relationships with her clients so that she is always prepared to help them achieve their goals and objectives.
Renee and her husband Andy are residents of Northwest Grand Rapids. In their free time they enjoy mountain biking, camping, theatre and traveling.
