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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.

 

 

Blogs

  One of the most popular topics in financial services is Social Security.  Open up your mailbox in certain neighborhoods and you can monthly (if not weekly) get an invite to a hotel ballroom or restaurant to learn about the little-known “secrets” of social security.  All of this makes a…

  •   My industry is notorious for taking complex things and making them sound simple (this can be a good thing!) but the unfortunate side effect is that too many Americans never achieve the financial independence of their dreams because they are swimming in mixed information and over-simplification from financial salespeople who were not trained to act in their clients’ best interests.  Two weeks ago I wrote to you all about the important issue of personalization in retirement planning. My industry is notorious for taking complex things and making them sound simple (this can be a good thing!) but the unfortunate…

  • No one can defensibly calculate what your future life will cost or what it is worth. But with the right guidance and partnership you can have the tools to understand your financial decisions, leverage your personal assets correctly, and develop the free cash flow (spendable money every month) to reach your goals. I started working in retirement planning in the early 90s, fresh out of college with big dreams of helping people reach some of their most important financial goals and dreams.  Retirement planning was a relatively new topic at the time as pensions were slowly fading into the background and Americans were expected with…

  • Financial decision making can often feel like a game of dominoes.  Every decision appears to affect all the others and it’s difficult to know which decision to start with.  You wake up one morning and think – “I’ve really got to get my stuff in order when it comes to money.” All your best of intentions have finally caught up with you and you’re going to do something about it this time.  But where do you start? Do you figure out a way to save on taxes? Do you restructure your business? Do you get your will and trust in…

  • If you’re like me, one of the most important things in the world to me is trust and credibility.  Whether it’s the guy I hire to do my kitchen floors or the people who I work with here at Trilogy, I am always looking for signs of trustworthiness.  Once you find people who you can be loyal to and people who will be loyal to you, it can make all the difference.Of course it goes without saying that this is all the more important when it comes to working with financial professionals like CPAs, attorneys and financial advisors.  This month on…



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