Darlene brings over twenty-five years of experience to her position as Align's Client Service Manager. She joined the Align team in 2002 and has been instrumental in helping clients make the most of their financial lives. Darlene holds a Finance degree from the University of Central Oklahoma. Darlene began her career in the trust department of a large banking institution. She has also worked with registered investment advisor firms in Oklahoma, Florida, and North Carolina. Darlene is an expert at navigating the investment platforms utilized by Align. The bottom line is that Darlene makes life easier for every Align client and team member. Darlene and her husband, Gregg, live in Edmond. They have one son, Luke.
Email: info@alignmywealth.com
Phone: 800-401-6477