Daryl has been guiding clients in their investment decisions since 1980, encompassing both good times and bad. Her broadcasting background has helped her communicate complex, quickly changing information to clients in a manner that they can understand. Over the years, Daryl has been a frequent commentator on financial matters on both television and radio. While at traditional Wall Street brokerage firms, she was quickly recognized for her leadership qualities. She served as branch manager of Smith Barney’s Quincy, Illinois office for over 9 years and left the company after attaining the highest designation of Senior Vice President. With her deep exposure to both management and client portfolio structuring, she understands how emotions can take their toll and how critical it is to trust your financial advisor. With a responsive business structure that enables her to work quickly on your behalf, she can manage your money using her keen sense of who you are and what you would like your money to do for you. Daryl describes herself as a” paid professional truth-teller”. She is interested in working with individuals who want someone to
guide them, but who in their own right take responsibility for the financial well-being of their families. Her honest assessment of where you stand financially could greatly increase your peace of mind. If you are a long way from reaching your financial goals, Daryl can help map out a plan to get where you want to go. If you are in good shape financially, Daryl’s mission is to help you stay that way and maximize what you can pass on after you are gone. Daryl’s clients usually become friends, and would most likely describe her as smart, driven, and dedicated but with a nice mix of friendly and creative. In her free time Daryl enjoys traveling, painting, her church, and relishing time with her husband Richard, six grown children, and ten grandchildren. Daryl and her husband Dick live in Sapphire, NC. She has recently co-authored a best- selling book, “Your Retirement Made Simple” and conducts many educational seminars in Western North Carolina serving a wide variety of clientele, including Federal and State workers. She partners with other area professionals frequently to solve problems.