Daniel Hancock AAMS®, CRPC®

CEO
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As the CEO of Asset Financial Planners, Dan Hancock, AAMS®, CRPC®, is the architect of the firm’s proprietary Tax-First Financial Planning system. With 13 years of experience in the financial industry, Dan is a dedicated fiduciary wealth advisor, legally and ethically committed to acting solely in the best interest of every client.

Dan’s system is specifically designed for high net worth and high income households seeking to minimize tax exposure and maximize long-term wealth accumulation. His expertise focuses on integrated planning that combines advanced strategies in investment, insurance, and tax management.

Dan’s commitment to education and excellence is demonstrated by his professional designations: Accredited Asset Management Specialist (AAMS®) and Chartered Retirement Planning Counselor (CRPC®). He leads a team that collectively manages $100 million in client assets and offers seamless tax and wealth integration through its partnership with Ascent Accounting.

A longtime resident of Cheyenne, Dan lives with his wife and son. Away from the office, he embraces the local outdoor lifestyle, enjoying fishing, hunting, and golf, and is a dedicated hockey fan.

Pablo Soto Aldana

Insurance Specialist
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Pablo worked in Finance since 2009 with various positions in banking and personal finance. Pablo graduated with a BA degree in liberal arts and has a BS in Finance and real estate from Colorado State University in 2010.

Pablo’s other specialty is helping small business owners, and loves helping with insurance continuity planning. He has always believed that the small business owner is the backbone of today’s economy. As a small business owner, Pablo understands the mindset and sacrifice it takes to be successful.

Pablo lives with his wife Jackie, and daughter Kiera in Norther Colorado where he loves spending his free time working in the yard, and spending time with close friends.

Pablo Soto Aldana is not affiliated with United Planners.

Thomas Owings III

Managing Partner

Thomas Owings is a dedicated managing partner and insurance specialist whose passion for comprehensive planning began in elementary school while growing up in Fort Worth, Texas. A proud alumnus of Texas Tech University, where he earned his Finance degree, Thomas has committed his career to easing the financial stress and unknowns for his clients.

Drawing from his extensive experience in the securities business, including previously holding the CERTIFIED FINANCIAL PLANNER™ certification, Tom brings a highly disciplined and holistic perspective to his current practice. He expertly utilizes this foundational knowledge as a previously licensed financial advisor to guide clients through complex insurance planning, helping ensure their families and assets are fully protected.

With the heart of a teacher, Thomas is determined to spend the time needed educating his clients, helping to ensure they are empowered to make the most informed financial decisions possible.

Thomas and his wife, Syble, live in the Fort Worth area where they are raising their three boys: Tommy, Jacob, and Charlie. When away from the office, he enjoys traveling, watching sports, and spending time outdoors with his family.

 

Krista Walters

Administrative Lead
307-369-4334

Krista Walters joins Asset Financial Planners with extensive experience in the financial industry, specializing in administrative support and client service. She excels at building strong client relationships and simplifying complex financial concepts, drawing on her background in teaching and counseling to create a welcoming and supportive experience for every client. Krista has a genuine passion for helping people feel confident in their financial decisions.

When she’s not supporting clients, you’ll find Krista in the kitchen cooking or baking something new, or out on the golf course. She lives in Fort Collins and will continue to commute to stay close to her family in Colorado.

Zachary Powell

Administrative Assistant
307-369-4334

Zach joined Asset Financial Planners in 2023 and has been part of the team's growth from a young firm to a practice serving more than 200 households across the country.

His background began on the protection side of financial services, where he worked directly with families on insurance and risk. That experience shaped a belief he still carries: before you can build toward a goal, you have to make sure it can survive the things nobody schedules.

At AFP, Zach provides planning assistance for the advisor across the full client process. He helps prepare the tax analysis behind client reviews and stays involved after the meeting ends, helping ensure the advisor's recommendations get implemented instead of sitting in a binder.

Zach lives in Cheyenne with his wife, Hannah, and their son, Hank. He is a devoted Philadelphia Eagles fan, a commitment that has survived several thousand miles and a number of difficult Sundays.