I firmly believe we must invest our time in understanding what you're working toward before you invest your money. Dedicated to serving the needs of the serious, long-term investor, I strive to get to know you, understand your goals and develop individualized strategies to help you reach them.
In 2014, I joined Edward Jones as a financial advisor, where I knew that mutual trust and personal relationships were held dear. I opened my Carlsbad office in 2015 and was joined by my business partner and branch office administrator, Kathy Slemp, in the fall. I serve our firm as a field trainer and on our regional leadership team, where I coach, mentor and support all branch teams in North County San Diego.
I graduated from the U.S. Naval Academy in 1992 with a degree in mechanical engineering. After six years on active duty, I transitioned to a consulting career with Accenture and remained in the U.S. Navy Reserves until I retired in 2017 as a Captain in the Civil Engineer Corps.
Hailing from the Pacific Northwest, my husband and I have made our home in Vista, CA. Active in my North San Diego County community, I'm a proud member of the Carlsbad Chamber of Commerce and Vista Rotary. I serve as a board member for Milestone House and as the Investment Committee Chair for the Assistance League of North Coast, where our efforts are focused on serving local children in need.
I like to golf (if you can call it that), ski and spend time with my family. We cherish weekends in the mountains and evenings on the front porch with friends. I look forward to meeting you!
- Military Professionals & Veterans
- Entrepreneurs & Business Owners
- Intergenerational Planning
My Personal Interests
- Wine Collecting/Enthusiast
Office Address3129 Tiger Run Court
Carlsbad, CA 92010
Phone NumberDarcy I Wolfe at (760) 727-1008
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 05:00PM|
|Sat||By Appointment Only|
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