Darcy is an independent Financial Advisor with extensive experience in the customized development of strategic family financial plans and investment management. She is proficient in estate planning, business succession planning/integration, retirement planning and tax strategies.

The primary focus of Darcy’s practice is to service the Family and their businesses by helping them have the tools to create and integrate their entities into a full financial plan for their family’s future.  Through Darcy’s leadership our firm has created a unique process which drives the clients to a customized and defined destination. Darcy has a Bachelor of Arts in Organization communication from the University of Nebraska at Kearney and an Associate of Arts in Legal Assisting from Mid-Plains Community College.

Darcy and her husband have three beautiful daughters, son-in-laws, 5 wonderful grandchildren, 7 grand dogs, 8 grand horses, and one old cat named Teddy.

Darcy currently holds the following licenses:

FINRA Series 7 – General Securities Registered Representative

FINRA Series 24 – General Securities Supervisory Principal

FINRA Series 63 – Uniform Securities Agent State Law Exam

FINRA Series 66 – Uniform Investment Advisor Law Exam

Life/Health/Variable Annuity Insurance Agent – multiple states