Assisting Financial Advisors and small businesses in your growth and success
Darcel L. Depweg, (Darci) Founder and Owner
I have been working in the Financial Industry since 2001, and yes I remember the days of hand written trade tickets. I have worked over the years with a myriad of custodians, platforms and software. What I love about this industry is it is always changing and there is always something to learn.
Jessica J. Ramirez, Owner/Partner
Jessica has been working as Darci's Assistant since 2010. And now has branched out to assist Advisors as well. To all our benefit she also has a small business on the side as a Pastry Chef. This girl likes to mix it up a bit. She is extremely adept with most software programs and is my go too when needing to research new programs to assist our advisors.
Gertrude Green (Gertie) - Team Member
Gertie has been working in the Financial Industry since 2002 and brings a wealth of personal knowledge and experience to our advisors. She has been working in the area of Alternative investments, i.e. precious metals, real estate, etc within an IRA. Her expertise in client services and advisor support is irrefutable.
Rebeccah Ostroski (Becky) - Team Member
Becky has worked in the Financial Industry since 1997. She took a short break to raise her children and then has been back at it. She worked with Morgan Stanley Advisors in operations and client services.