Darren is dedicated to helping his clients work toward financial independence and freedom. He remains focused on his clients and to guiding their financial situation so they can pursue their dreams and enjoy their true passions in life. In an addition to helping individuals, Darren also handles corporate accounts and church endowment funds. Over the years, Darren has proven himself a successful and respected advisor.
Darren obtained a Bachelor of Science degree in business administration. He began his professional career in financial services in 1998 at Strong Capital Management, continuing his learning at JPMorgan Chase Private Client Services. Darren moved to the Registered Independent Advisor terrain as he evolved into more than just an investment manager. Darren strives for a deeper client connection, providing risk management strategies, and customized strategies tailored to his clients’ goals and objectives. Darren holds his Series 7 and 66 registrations through LPL Financial, and has Life and Health Insurance licenses. Darren also achieved his Chartered Retirement Planning Counselor SM - CRPC® & Behavioral Financial Advisor™ - BFA™ designations.
Germantown, Wisconsin is home to Darren, his wife and 2 sons. He is also a “Grandpa” as his step-daughter and son-in-law have 2 sons as well. Darren’s family enjoys spending time together, supporting one another in their athletic endeavors and encouraging one another with laughter and love. Taking the time to enjoy family vacations has become a very important way for them to bond, reconnect, and refresh.
Fun Facts about Darren:
Darren enjoys riding motorcycles, playing softball, tennis and cards.
Darren and his wife are actively involved in their community and their children's extracurricular activities.
Darren's smile and warm personality makes everyone feel at ease.
His favorite quotes:
"Attitude is a little thing that makes a big difference." - Winston Churchill
"I find that the harder I work the more luck I seem to have." - Thomas Jefferson