Lauren began working in the financial services industry in 2000 and has served as an advisor assistant and in Human Resources. After taking some time off to focus on caring for her children, she is eager to rejoin the industry with a commitment to servicing advisors again with efficiency and integrity. Lauren also has a passion for writing and editing, so she will gladly help you in those areas, as well.
Assisting Financial Advisors and small businesses in your growth and success
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.
Sandra studied at the University of Nevada, Reno and earned her CFP through Bryn Mawr. She held series 7&9 licenses while working for John Hancock. After retiring early, she begin her second carrier as a journalist and now freelances as a financial writer.
You may contact Sandra Directly and discuss your needs. She can be reached on her Cell 775-830-6411 or email @ firstname.lastname@example.org.
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.