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Comprehensive Financial Planning

From Where You Are to
Where You Want to Go.

We Strive to Make Your Financial Dreams a Reality.

No matter where you are in life, managing your financial future can be complicated. By working with a partner to define your goals and develop a plan to reach those goals, you are free to focus on other aspects of your life. The advice you receive will be personal, with unbiased and supportive guidance. On your journey, we’ll strive to help you anticipate unforeseen challenges and present thoughtful solutions to keep you on track as your goals evolve. It's an ongoing partnership that begins with a conversation and can last a lifetime.

Get Started

Comprehensive Financial Planning, Customized Just for You

Your financial plan includes a discovery process and recommendations in all areas relevant to your financial goals. These may include:

Cash Flow & Debt Management

Tax Planning

Estate Planning

Retirement Savings &
Income Planning

Investment Planning

Education Planning

Risk Management &
Insurance Planning

We're Invested in You

When it's time to secure your financial future, choose a partner who has your best interests at heart.

Dedicated CFP® Professionals

Our CERTIFIED FINANCIAL PLANNER™ professionals offer independent and objective advice with strategies that seek to fulfill your goals. We are in your corner, and we always work to put together the best plan without the influence of compensation incentives.

Partners for Life

We take great pride in financial planning that that aims to help you achieve your personal and professional goals. Not only do we act in your best interests, we care about them. By addressing your specific needs and wants, we can help you pursue your most fulfilling life.

Serving Your Best Interests

Our role goes beyond honesty and integrity. We adhere to a Code of Ethics and Standards of Conduct that are integral to ensuring our value to you. We will always advocate in your best interests.

Code of Ethics

Meet Your Team

As financial partners you can always call on, you should be as comfortable with us as we are with you. From defining your goals to taking the necessary steps to achieve them, we'll be at your side as you move forward. Learn more about our team members below. We look forward to getting to know you, too.

Chad Lange, CFP®

Director of Wealth Solutions
Serving DCM Clients since 2021


Kevin Coombs, CFP®

Lead Financial Planner - Team Lead
Serving DCM Clients since 2021


Collin Brinker, CFP®, ABFP™

Senior Financial Planner
Serving DCM Clients since 2020


Priscilla Birt, CFP®

Lead Financial Planner
Serving DCM Clients since 2023


April Bullard

Wealth Solutions Associate
Serving DCM Clients since 2021


Jace Stieler

Wealth Solutions Associate
Serving DCM Clients since 2023


Let's Get This Journey Started

No matter what your financial situation is, we are here for you.
How can Donaldson help you achieve your financial goals? Here's what to expect when working with us. After an introductory meeting and information gathering, we'll meet to discuss and identify your goals. Next, you'll receive your custom plan-a comprehensive roadmap with next steps. From there, you'll work with our team to take action. Together, we'll periodically review your goals and progress, and revise your plan as needed. Sound like a plan? Let's connect.

View Brochure Connect with a CFP® Professional