Chappell Wealth Management

When your assets grow and your needs become more complex, you face significant choices.  Many firms would gladly help you manage your wealth.  So how do you choose?  To protect and build your hard-won assets, how do you judge what is truly effective wealth management?

With The Chappell Wealth Management, wealth management isn't merely moving money or chasing temporary gains.  It is using wealth to turn goals into reality.  It is putting the power of advice to work for you.  We have a proven discipline for doing this.  A discipline based on three foundations:

1) Advice anchored in deep, personal understanding of who you are and what you'd like to accomplish.

2) A wealth management process anchored in investing fundamentals.  Fundamentals that have been tested for almost a century by every kind of market condition and cycle.

3) A depth and breadth of resources we believe are unparalleled in the industry.

Our mission, first and foremost, is to understand you.  To take the time, to ask hard, smart questions and to listen carefully until it's understood, in great detail, exactly where your financial picture stands today.  And where you'd like it to be tomorrow.

Ultimately, it is the quality of the client/advisor relationship that determines the quality of the wealth management services you receive.  That is why with Chappell Wealth Management, our success depends on yours.  That is why we make our goals your goals.

Meet The Chappell Wealth Management Group 

Professional Profile

Collectively, our team has over 80 years of experience in the financial services industry. Early in 2023, we left Merrill Lynch in order to launch our very own, independent wealth management firm. We currently oversee more than $1 billion in assets for successful families, business owners and executives.

We consult with our clients regarding their life goals and how to accomplish them. This includes detailed analysis on cash-flow, financial planning, trust & estate planning and portfolio management. We are dedicated to the prudent stewardship of our clients' wealth with the highest level of personalized client service.

Brent Chappell began working in the financial services industry in 2002. He was an honors student at the University of Texas at Austin and graduated with dual degrees in Finance and Spanish. He is a CERTIFIED FINANCIAL PLANNER TM, CFP® certificant, awarded by the Certified Financial Planner Board of Standards, Inc, and also earned the designation of Chartered Retirement Planning Counselor, CRPC®. He was accepted into MENSA in 2006. Brent received his CIMA® designation from IMCA® after completing executive education in investment management from the Wharton Business School. Brent and his wife Elizabeth reside in The Woodlands with their 3 Children.

Brad Chappell began working in the Financial Services industry in 2004. He graduated with honors from The University of Texas with a BBA in Finance. Before transferring to The University of Texas, Brad was the captain of his collegiate basketball team at Southern Virginia University. Brad is a licensed Financial Advisor, and earned the designation of Chartered Retirement Planning Counselor. He also received his CIMA® designation from IMCA®, which is taught in conjunction with The Wharton Business School. Having spent 2 years as a missionary in Brazil, Brad is fluent in Portuguese. Brad, his wife Elizabeth, and their 3 children reside in Spring.

Michael Mills began working in the Financial Services industry in 2008. He graduated from Texas Christian University with a BS in Advertising/Public Relations. Prior to joining The Chappell Group he worked for a Real Estate private equity company in Dallas where he served as Vice President of Capital Markets. Michael, his wife Kristie, and his 2 daughters reside in Montgomery. He is a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, awarded by the Certified Financial Planner Board of Standards, Inc., Analyst-Relationship Manager, and holds a Series 7, Series 66 and Series 31 FINRA registrations.

Spencer Carlson has been working in the Financial Services industry since 2012. Before joining The Chappell Group, Spencer was a Pension Actuary at Aon Hewitt. Spencer studied Actuarial Science and Financial Mathematics at Brigham young University. Spencer spent 2 years as a missionary in Mexico, and is fluent in Spanish. He enjoys cycling and spending time with this wife and 2 sons. He is a CFA® Charterholder and holds Series 7, Series 66 and Series 31 FINRA registrations.


Chel Larkin is an experienced Wealth Management Advisor who has been working in the financial services industry since 1998. She holds the Accredited Asset Management Specialist™ designation, as well as Series 7 and Series 66 FINRA registrations. Chel obtained earned her Bachelors of Science in International Business from Arizona State University and her Masters of Business Administration, with a concentration in Finance, from Sam Houston State University.
She enjoys spending time with her two boys, doing all kinds of outdoor activities.


Jaymie Wendt is a graduate of Texas A&M University and played college basketball at Abilene Christian University. She has been a family friend of the Chappell's for the last 15 years. Before joining The Chappell Group in 2014, Jaymie worked as a personal trainer, helping her clients achieve their fitness and health goals. She assists clients with account administration services and resides in Conroe with her husband and 3 children. She holds Series 7 and Series 66 FINRA registrations.

Brianna Warren is a graduate of Sam Houston State University. Before she joined The Chappell Group in 2015, she was an elementary school teacher where she not only guided young children, but was also a team leader. She resides in Montgomery with her husband and son. She assists with client service and account administration. She holds Series 7 and Series 66 FINRA registration.

Angie Burgess is the newest member to join the Chappell Wealth Management team in 2023. She previously worked as an Executive Recruiter and prior to that was a 4th-grade teacher. Angie is focused on providing excellent client service and building long-lasting relationships with our clients. Developing relationships, both personally and professionally, adds great value to her life. Angie is a graduate of Oklahoma Christian University and is the proud mother of two Texas A&M Aggies. She loves playing games, photography, decorating, refinishing furniture and traveling.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants. 

Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning. 

When your assets grow and your needs become more complex, you face significant choices.  Many firms would gladly help you manage your wealth.  So how do you choose?  To protect and build your hard-won assets, how do you judge what is truly effective wealth management?

With The Chappell Wealth Management, wealth management isn't merely moving money or chasing temporary gains.  It is using wealth to turn goals into reality.  It is putting the power of advice to work for you.  We have a proven discipline for doing this.  A discipline based on three foundations:

1) Advice anchored in deep, personal understanding of who you are and what you'd like to accomplish.

2) A wealth management process anchored in investing fundamentals.  Fundamentals that have been tested for almost a century by every kind of market condition and cycle.

3) A depth and breadth of resources we believe are unparalleled in the industry.

Our mission, first and foremost, is to understand you.  To take the time, to ask hard, smart questions and to listen carefully until it's understood, in great detail, exactly where your financial picture stands today.  And where you'd like it to be tomorrow.

Ultimately, it is the quality of the client/advisor relationship that determines the quality of the wealth management services you receive.  That is why with Chappell Wealth Management, our success depends on yours.  That is why we make our goals your goals.

Meet The Chappell Wealth Management Group 

Professional Profile

Collectively, our team has over 80 years of experience in the financial services industry. Early in 2023, we left Merrill Lynch in order to launch our very own, independent wealth management firm. We currently oversee more than $1 billion in assets for successful families, business owners and executives.

We consult with our clients regarding their life goals and how to accomplish them. This includes detailed analysis on cash-flow, financial planning, trust & estate planning and portfolio management. We are dedicated to the prudent stewardship of our clients' wealth with the highest level of personalized client service.

Brent Chappell began working in the financial services industry in 2002. He was an honors student at the University of Texas at Austin and graduated with dual degrees in Finance and Spanish. He is a CERTIFIED FINANCIAL PLANNER TM, CFP® certificant, awarded by the Certified Financial Planner Board of Standards, Inc, and also earned the designation of Chartered Retirement Planning Counselor, CRPC®. He was accepted into MENSA in 2006. Brent received his CIMA® designation from IMCA® after completing executive education in investment management from the Wharton Business School. Brent and his wife Elizabeth reside in The Woodlands with their 3 Children.

Brad Chappell began working in the Financial Services industry in 2004. He graduated with honors from The University of Texas with a BBA in Finance. Before transferring to The University of Texas, Brad was the captain of his collegiate basketball team at Southern Virginia University. Brad is a licensed Financial Advisor, and earned the designation of Chartered Retirement Planning Counselor. He also received his CIMA® designation from IMCA®, which is taught in conjunction with The Wharton Business School. Having spent 2 years as a missionary in Brazil, Brad is fluent in Portuguese. Brad, his wife Elizabeth, and their 3 children reside in Spring.

Michael Mills began working in the Financial Services industry in 2008. He graduated from Texas Christian University with a BS in Advertising/Public Relations. Prior to joining The Chappell Group he worked for a Real Estate private equity company in Dallas where he served as Vice President of Capital Markets. Michael, his wife Kristie, and his 2 daughters reside in Montgomery. He is a CERTIFIED FINANCIAL PLANNER™, CFP® certificant, awarded by the Certified Financial Planner Board of Standards, Inc., Analyst-Relationship Manager, and holds a Series 7, Series 66 and Series 31 FINRA registrations.

Spencer Carlson has been working in the Financial Services industry since 2012. Before joining The Chappell Group, Spencer was a Pension Actuary at Aon Hewitt. Spencer studied Actuarial Science and Financial Mathematics at Brigham young University. Spencer spent 2 years as a missionary in Mexico, and is fluent in Spanish. He enjoys cycling and spending time with this wife and 2 sons. He is a CFA® Charterholder and holds Series 7, Series 66 and Series 31 FINRA registrations.


Chel Larkin is an experienced Wealth Management Advisor who has been working in the financial services industry since 1998. She holds the Accredited Asset Management Specialist™ designation, as well as Series 7 and Series 66 FINRA registrations. Chel obtained earned her Bachelors of Science in International Business from Arizona State University and her Masters of Business Administration, with a concentration in Finance, from Sam Houston State University.
She enjoys spending time with her two boys, doing all kinds of outdoor activities.


Jaymie Wendt is a graduate of Texas A&M University and played college basketball at Abilene Christian University. She has been a family friend of the Chappell's for the last 15 years. Before joining The Chappell Group in 2014, Jaymie worked as a personal trainer, helping her clients achieve their fitness and health goals. She assists clients with account administration services and resides in Conroe with her husband and 3 children. She holds Series 7 and Series 66 FINRA registrations.

Brianna Warren is a graduate of Sam Houston State University. Before she joined The Chappell Group in 2015, she was an elementary school teacher where she not only guided young children, but was also a team leader. She resides in Montgomery with her husband and son. She assists with client service and account administration. She holds Series 7 and Series 66 FINRA registration.

Angie Burgess is the newest member to join the Chappell Wealth Management team in 2023. She previously worked as an Executive Recruiter and prior to that was a 4th-grade teacher. Angie is focused on providing excellent client service and building long-lasting relationships with our clients. Developing relationships, both personally and professionally, adds great value to her life. Angie is a graduate of Oklahoma Christian University and is the proud mother of two Texas A&M Aggies. She loves playing games, photography, decorating, refinishing furniture and traveling.


Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.

Investment Management Consultants Association (IMCA®) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® and Certified Investment Management Analyst® signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants. 

Chartered Retirement Planning CounselorSM and CRPC® are registered service marks of the College for Financial Planning.