As our VP of Marketing and Operations, Colby brings seven years of agency experience and a knack for connecting the dots — he tends to spot what a client needs before they’ve asked for it. He’s a details guy and a pattern-seeker by nature, but the part of the job he actually loves is the person-to-person care that defines how our team works. Outside the office, he’s usually camping or fishing. He’s also got one alligator hunt under his belt, fingers all accounted for.
Dedicated to Your Peace of Mind
Independent, education-first guidance for retirees and pre-retirees.
Who We Are
We’re a retirement-focused advisory team serving Southern Utah and surrounding communities. Clients choose us for clarity—thoughtful planning, straight talk, and a commitment to their best interests.
How We're Different
- Process over products: education and planning come first
- Tax-aware strategies to help maximize lifetime income
- Clear communication, ongoing reviews, and proactive adjustments
Meet the Founder
Collin Stauffer
Founder | Entrepreneur | Financial Advisor
During Collin Stauffer’s tenure as a financial advisor he has worked for small financial boutiques and big box firms alike. While he found great purpose and gratification in helping his clients reach their financial goals, he came to the realization that independence and remaining a student of financial services would maximize the impact he had on his clients.
For these reasons, he is currently enrolled in Utah Valley University’s Master of Financial Planning and Analytics while running his own practice Stauffer Retirement Planning.
“All human wisdom is contained in these two words,—’Wait and hope.'”
— The Count of Monte Cristo
Northern Utah
Andrew Flanders
Planning Associate
Bio coming soon…
Rhett West
Wealth Manager
As a Planning Associate and Advisor, Rhett combines his Master’s in Financial Planning with a background at firms like Fidelity and Wells Fargo to dive into the “nitty-gritty” details of our clients’ success. Known by the team as a “fun and specific” collaborator, his superpower is his adaptability, allowing him to jump into almost any role to ensure our clients are supported. When he’s not constructing complex financial plans, you’ll find him scouting Utah’s hidden gems with his drone or watching movies and brushing up on film trivia via the IMDb app.
Colby Chatwin
VP of Marketing & Operations
Southern Utah & Nevada
Elizabeth Stauffer
Chief of Staff
As our Chief of Staff and co-founder of the firm, Elizabeth uses her background in Human Development and Behavioral Therapy to cultivate an environment where our team can thrive and our clients receive the best possible service. She is a dedicated listener with a “superpower” for seeing the big picture, working quietly behind the scenes to drive the company’s growth and success. When she isn’t managing the firm’s vision, she’s likely directing a busy household of three young children or enjoying a family trip to the arcade or Disneyland—always fueld by her lifelong love for the theater.
Jonathan Aloi
Events & Engagement Manager
As our Seminar Liaison, Jonathan handles everything from venue coordination to guest reservations, ensuring our events run smoothly so our clients can focus on their future. Drawing on a diverse background in coaching and community service, he brings a reliable, teachable spirit and a “superpower” of calming humor to every presentation. When he isn’t helping clients envision their dream retirement, you can find him coaching his rugby team or spending time with his family, often sharing stories from his unique upbringing on the Navajo reservation.
Colleen Hampton
Office Manager
As our St. George Office Manager, Colleen is the friendly voice and welcoming face of SRP, bringing over 35 years of customer service expertise to every interaction. While she takes pride in keeping our schedules and offices running with “OCD” precision, her true passion is building genuine connections with every person who walks through our doors. When she isn’t ensuring our clients feel heard and cared for, you’ll likely find her on a plane headed to visit her grandbabies.
Hydie Brooksby
Executive Assistant
As Collin’s Executive Assistant, Hydie leverages a diverse professional background in sales and nursing to bring a rare blend of “driven” organization and genuine compassion to our team. She works tirelessly behind the scenes to ensure our operations flow seamlessly, always with the ultimate goal of providing the best possible service to our clients. When she’s not keeping our calendars in perfect sync, she’s likely exploring new places with her family or expressing her creative side through painting, singing, and playing the piano.
Strategic Partners
Braden Bangerter
Lawyer
Bio coming soon…
Adrienne Bangerter
Executive Assistant
Bio coming soon…
Kara
Paralegal
Bio coming soon…