Darby’s main responsibility is working alongside Paul in Financial Planning Department, supporting the process of creating personalized financial plans strategically designed to improve the probability of accomplishing each client’s unique goals and objectives. Darby also assists in helping our clients stay connected to all online resources.
Currently she is enrolled in the Financial Paraplanner Qualified ProfessionalSM (FPQP®) program that is designed to provide a detailed introduction to the foundational aspects of personal financial planning.
Darby graduated with a Bachelor of Science in Business Administration from Manhattan College, with a major in Marketing and minor in Psychology. She continued her education by graduating with a Master’s in Business Administration from Montclair State University.
In her spare time she enjoys skiing at their family home in Ludlow, VT, coaching lacrosse and hiking with friends.