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Darcy Borella
Wealth Advisor

Darcy began her career as a speech-language pathologist and spent the last 10 years in healthcare management, overseeing therapy teams in long-term care facilities from New Jersey to California.  Working in the long-term care industry, Darcy saw firsthand how financial planning can make a difference in financing end-of-life care, as well as the stress it can place on the patient’s adult children.  She also noticed how many front-line healthcare workers don’t take advantage of retirement planning offered by their company, if one is offered at all.  Somewhere between witnessing the financial stress on patients’ family members, and co-workers’ confusion on how to plan for their own futures, Darcy realized she had a new calling.

From healthcare management to wealth management, Darcy continues to use a “client-first” mentality to ensure individualized goals drive the planning process.  Because of her experience in the medical field, she has a unique focus on helping ease the burden of rising healthcare costs to families in the future, by creating stress-free financial plans now. Darcy currently holds her series 65 license, life and insurance producer’s license, and will be taking the Certified Financial Planner™ exam in spring of 2019.

Darcy was born and raised in Texas, where she spent most of her childhood and adult life in the Austin area.  She received her Bachelor of Science in Communication Sciences and Disorders from the University of Texas at Austin, and a Master of Science in Speech Pathology from the University of North Texas.  Currently, Darcy is enrolled in a graduate certificate program through Boston University for a Certificate in Financial Planning.  Darcy sits on the board of Mile High Young Professionals, serving as their Event Chair, and is the State Advocate for Medicare Policy on the board of the Colorado Speech and Hearing Association.  Outside of business and volunteering, Darcy enjoys playing volleyball in the Volleyball of The Rockies league, attending her monthly book club, and relaxing at home with her husband, Rob, and their border collie, Roscoe.

 

 

MEET DARCY'S TEAM MEMBERS
MIKE FIBIGER 
VICE PRESIDENT OF WEALTH PLANNING 
 

STEVE HARTEL 
WEALTH ADVISOR 
 
 

 
 

CALL DARCY DIRECT AT
(303) 300-3323
ext. 5117

ASK DARCY A QUESTION

 

 
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