Stephen L. West

Stephen creates and implements comprehensive financial plans for families and individuals in Northern Colorado and across the country, while also providing consulting services to corporate retirement plan sponsors. Stephen began his career in wealth management in 2006. Previously, he was a partner at Chapel & Collins Wealth Management until the firm integrated with Mercer Advisors in 2024. Stephen holds several key professional credentials that enable him to address the specific and complex needs of his clients, including CERTIFIED FINANCIAL PLANNER®, Chartered Financial Consultant®, Chartered Retirement Plans Specialist®, and Accredited Investment Fiduciary®. Outside of the office, Stephen is dedicated to giving back to the community by serving on nonprofit boards. In his free time, he enjoys playing guitar, reading, and spending time in the great outdoors.