Confident Team for a Confident You
Ready to let go of the burden of wealth management? We’re ready to take it off your hands. Our expert team is here to create a true partnership with you where we focus on giving you open and honest advice that will help turn your dreams into a reality. We are here to listen. We are here to educate. We are here to guide. And most importantly, we are here to empower your future.
Our team of professionals holds the following accreditations:
Accredit Asset Management Specialist – AAMS
Registered Financial Consultant – RFC
Masters of Business Administration – MBA
Masters of Science in Financial Markets – MS
Meet the Team
Andrea B. Darden, AAMS, President & CEO
Andrea oversees the day to day operations of the firm. She also develops detailed financial plans that are instrumental in meeting our clients' financial and investment goals.
Marlys Seyer, Operations Specialist
Marlys overseas all aspects of operations assisting with client service, analytical insights, and composite management. She is our concierge.
Mark Minder, RFC
Mark consults on retirement plans and strategies for both employers and employees.