FORT COLLINS TAX SERVICE - Key Persons
Bridgette graduated from James Madison University with a bachelor of science in Biology. The weight of student loans was the catalyst that piqued her interest in finance. Upon graduation in 2018, Bridgette decided to apply her interest in analysis and research to a career in financial planning. Her experience includes customer service, banking, and wealth management. Bridgette is passionate about financial analysis and helping clients reach their life goals by implementing financial plans.
Bridgette joined the FPFoCo team as a paraplanner in May 2021. She supports the FPFoCo team with the day-to-day activities of the firm and helps the team provide an excellent experience for our clients. In addition to her daytime financial planning work with the team, Bridgette is also currently a Certified Financial Planner™ professional candidate.
Growing up as a military kid, Bridgette spent her childhood calling many places home, including Alaska and Japan. She now resides in Harrisonburg, Virginia, and enjoys scenic views of the Shenandoah Valley. In her free time, Bridgette loves to run, hike, cook, take weekend trips to Washington D.C., and discover new coffee shops.
Job Titles:
- Certified Financial Planner
- Director of Estate and Financial Planning, Partner
Dan Andrews is a Certified Financial Planner™ professional and Accredited Estate Planner® designee. He specializes in helping clients efficiently and effectively juggle their many personal finance responsibilities. Since joining the profession in 2012, Dan makes the financial planning process less daunting with a professional yet light-hearted approach.
Dan's backstory includes growing up in San Diego, graduating from the University of Denver, working at Walt Disney World, and starting his career working in luxury hotels in Aspen, Colorado. He then joined the financial planning profession as a wealth manager before launching his own firm, Well-Rounded Success, which he operated from 2015 through 2020. He now works at Financial Planning Fort Collins and enjoys being part of a team where many professionals bring their individual styles and expertise to the overall client experience.
Giving back is important to Dan, and he also encourages his clients to think about how they'll be everyday philanthropists by giving their time, treasure, and talent. In addition to many other philanthropic efforts, Dan was a founding member and the Vice President of the XY Planning Network Diversity Committee for more than two years. He currently gives his time by volunteering with the Meals on Wheels of Fort Collins and shares his treasure by donating blood on a regular basis - even though he doesn't like needles.
Dan and his wife Lauren live in Fort Collins and both enjoy being goofballs alongside their son, Quinn. Dan's hobbies include tennis, pinball, traveling, gardening (in the learning stage), and corny jokes.
Job Titles:
- Certified Financial Planner
- Director of Investment and Tax Planning, Founder
- Enrolled Agent
Jason Speciner is a Certified Financial Planner™ professional and an Enrolled Agent. Since 2004 he has served clients of all ages and backgrounds with unique experience working with members of generations X and Y.
As a Certified Financial Planner™ professional, Jason has met the Certified Financial Planner Board of Standards' rigorous initial and ongoing education, examination, experience, and ethics requirements. In practice, he must adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when working with clients.
As an Enrolled Agent, Jason has demonstrated a special competence in tax matters and has been granted unrestricted rights to represent taxpayers before the Internal Revenue Service. To maintain these rights he must adhere to specific ethical standards and stay current with tax law and regulations by completing a required amount of continuing education annually.
Jason graduated from Colorado State University with a Bachelor of Science in Business Administration, concentration in Finance, and a certificate in International Business. While attending CSU Jason was a member of the 2000 and 2002 Mountain West Conference champion football team.
In 2005, Jason met his wife Casey in Fort Collins. Casey and Jason were married in 2009 and share their home with their daughter, Shiloh, their twins, Hunter and Quentin, and their dog, Arthur Vandelay. Jason's interests include technology, cooking, travel, and sports.
Regina Neenan comes to Financial Planning Fort Collins with a history in marketing, a passion for customer service, and a lifelong interest in personal finance. A transplant from the driftless Midwest, the wide open spaces, foothills, and Rockies beyond called Regina to Fort Collins, where they now call home. Their mother, a former banker, and father, son of a city treasurer, inspired Regina's love for finance, planning for the future - and balancing their checkbook the old-fashioned way.
Regina joined the FPFoCo team in August 2018 and has since completed the Financial Paraplanner Qualified Professional™ (FPQP™) designation. Their responsibilities at Financial Planning Fort Collins include ensuring that each client receives a consistent and enjoyable experience throughout the financial planning process.
In their spare time, Regina enjoys cheering on the Green Bay Packers, homebrewing with their partner Zack, and cuddling their cat, Coco. Out and about, you'll find Regina enjoying Fort Collins' food and drink scene with friends, taking dance classes, volunteering, and just spending time outdoors.