Regina Neenan, CFP®

About Regina Neenan, CFP®

It’s nice to meet you! I’m Regina, and I’m part of the team at Financial Planning Fort Collins (FPFoCo) where we excel at working with successful women and couples as well as individuals serving as trustees.

Allow me to introduce myself …

• First things first, I’m Regina Neenan, and my pronouns are they/them.
• I’m a CERTIFIED FINANCIAL PLANNER™ professional and Your Full-Time Fiduciary®.
• I started with FPFoCo in 2018 and have been loving it ever since. (That’s why I’m here!) I also became a partner in the firm in 2021.
• I hold a Bachelor of Science in Media Studies, aka communication science, and a Bachelor of Arts in Spanish, although I’m not so fluent anymore!

At Financial Planning Fort Collins …

• We offer financial planning, investment management, and income tax preparation as one comprehensive approach.
• Your first meeting with me after your initial consultation will be your data consultation: Gathering all of the hard facts, figures, and paperwork relevant to your financial life.
• Through a team-based approach, we’ll collaborate with my fellow employee-owners and CFP® professionals to build the optimal financial plan specifically for you.
• My specialties include guiding you through cash-flow planning, aka budgeting, and insurance planning.

If you’d like to know a bit about me as a person …

• I’m from the driftless midwest and am a Green Bay Packers fan. Go Pack Go!
• I’ve loved finance since I was a kid. It runs in the family: My mom is a former bank teller and dad the son of a city treasurer. Fun fact: I still balance my checkbook the old-fashioned way.
• I moved to Fort Collins in 2015 with my little family: My partner Zack and our cat Coco. I enjoy exploring Colorado, whether it’s running through my neighborhood, biking to a brewery, throwing a frisbee through a disc golf course, or hiking and camping in the Rockies.

My favorite part about working with clients like you is learning your stories — and helping you write the next chapter. But enough about me. Grab a time for a complimentary initial consultation, where you can tell me about yourself and what you’re looking for in a financial planning relationship!

Kaylin Dillon, CFP®

About Kaylin Dillon, CFP®

I provide Financial Planning and Investment Management for couples with:

Prenuptial agreements,
Blended families, and
Separate assets.

I’m wholly focused on helping you plan for your financial future in a way that strengthens your relationship.

Let’s talk about setting your partnership up for success.

Mike Kurz, CFP®, CPWA®

About Mike Kurz, CFP®, CPWA®

Mike Kurz, CIMA®, CFP®, CAIA, CPWA®
Chief Executive Officer – Financial Planner

Mike has spent 20 years in the world of Wealth Management in counselling Investors and Financial Advisors. His professional experience includes coaching on investment advisory programs, private equity, hedging strategies along with formalized Financial Planning and he often speaks at wealth management events, conferences and workshops.

Mike shares that, “The greatest pleasure in helping others encompasses using technical knowledge strengthened by creativity and shared experiences to inspire my audience to develop their personal call to action.”

Education and Certifications

Mike earned his B.B.A in Finance at Midwestern State University and is an Investment Advisory Representative. In addition, he is a CERTIFIED FINANCIAL PLANNER TM designee, Certified Investment Management Analyst® professional, a Chartered Alternative Investment Analyst designee and a Certified Private Wealth Advisor® professional. Mike previously served as the founder and President of the North Texas Investment Management Consultants Association Chapter. In addition, Mike provides volunteer Financial Literacy Education and Research in group presentation.

Have Fun – Stay Young!

Outside of the boardroom or classroom, Mike rides dirt bikes for fun, and enjoys cycling on both mountain bikes and road bikes. In addition, Mike is proud to be a voting member of the Choctaw Nation of Oklahoma. Mike and his wife Melinda are 16-year residents of Frisco and have enjoyed raising their two children and family dog “Baxter” in this growing North Texas community.

Amy Hubble, CFP®, CFA®, PhD

About Amy Hubble, CFP®, CFA®, PhD

Dr. Amy Hubble is the founding principal at Radix Financial, an independent Registered Investment Adviser (RIA) firm and Oklahoma LLC.

Amy spent her early career at an independent trust company where she served as senior vice president and head of the personal trust relationship management team, before leaving to found Radix in 2015. Now a resident of the Cayman Islands, Amy specializes in investment management, trust/estates, and research.

Amy holds both the Chartered Financial Analyst (CFA®) and CERTIFIED FINANCIAL PLANNER (CFP®) professional designations.

Jason Speciner, CFP®, EA

About Jason Speciner, CFP®, EA

Hello! I’m Jason Speciner, and here’s a bit about me (professionally) …

• I have been a professional financial planner since 2004.
• I’m an Enrolled Agent. Having demonstrated a special competency with U.S. tax matters, I can represent our clients before the IRS. v
• I graduated from Colorado State University with a Bachelor of Science in Business Administration with a concentration in Finance and a certificate in International Business.

Here at FPFoCo …

• In 2012, I started a personal finance blog called Financial Planning Fort Collins. Four years later, I registered and relaunched the blog as a full-time fiduciary financial planning firm.
• I focus on tax preparation and planning as well as investment management and planning as a part of our dynamic team.
• I’m involved in the operations and delivery of our financial planning process.
• If we work together, your first meeting with me after your initial consultation will be your strategy consultation: Reviewing your initial financial planning analysis and discussing the recommendations and strategies we’ve created for you.

And a bit about me personally …

• I’m originally from Santa Monica, CA, and I’m a big Dodgers and Lakers fan!
• I played football at CSU and was on the 2000 and 2002 Mountain West Conference champion teams.
• I met my wife Casey right here in Fort Collins, and we married in 2009.
• We have three incredible kids, and we all share our home with our French bulldogs Arthur Vandelay and Babs Kramer.
• I enjoy cooking, technology, travel, and sports.

Now that you know a little about me, I invite you to schedule a free initial consultation. It’d be great to learn about you and discuss whether FPFoCo would be a good fit for you and your financial planning needs. Talk to you soon!