As a Financial Advisor, Darren dedicates himself to guiding people towards financial independence. He cultivates deep relationships and creates real connections with his clients, which allows him to offer risk management strategies and customized approaches aligned with their personal goals and objectives. He is inspired by seeing his clients achieve their dreams and live their true passions. In addition to serving individuals, Darren manages corporate accounts and church endowment funds, establishing himself over the years as a successful and respected advisor.

Darren obtained a BSc 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 holds his Series 7 and 66 registrations through LPL Financial and has Life, Health, and Variable Annuity Insurance licenses. Darren also achieved his CERTIFIED FINANCIAL PLANNER® – CFP®, Chartered Retirement Planning Counselor SM – CRPC® & Behavioral Financial Advisor™ – BFA™ designations.

Germantown, Wisconsin is home to Darren and his wife. He has 2 sons and a step-daughter that also live in the area. He is also a “Grandpa” with 2 grandsons. Darren’s family enjoys spending time together, supporting one another in their personal endeavors and encouraging one another with laughter and love. Taking the time to enjoy family get-togethers has become a very important way for them to bond, reconnect, and refresh.

Fun Facts about Darren:

Darren enjoys playing pickleball and cards, fishing, shooting, watching sports and comedy shows.

Darren and his wife are actively involved in their community and church.

Darren’s smile and warm personality makes everyone feel at ease.