Darlene Wapegan
Client Service Assistant

Darlene's friendly demeanor is always a welcome presence in our office.  Her experience as a concierge in the luxury hotel industry has provided her the background to help with the many task it takes to run a busy investment advisory firm.

Our clients can always count on Darlene to listen, offer a smile and make sure our client service levels are creating a positive client experience.




"Planning Today For The Life You'll Live Tomorrow "