Experience

Darren has been a dedicated professional in the financial services industry since 1990, bringing a wealth of experience to his clients. He has been with UBS since 2000, where he has built a reputation for providing exceptional service and tailored financial solutions. 

Holding both Series 7 and Series 66 licenses, as well as licenses for life insurance and annuities, Darren is committed to delivering comprehensive financial advice. He is also a Certified Financial Planner™ (CFP®) and holds the Chartered Life Underwriter (CLU®) designation, underscoring his expertise and commitment to client success.

A graduate of Rowan University with a Bachelor of Science degree in Business Marketing, Darren is passionate about helping families achieve their financial goals. Originally from New Jersey, he resides in Phoenix, Arizona, with his wife, Julianne. Together, they enjoy spending time with their three grown daughters and son, fostering a family-oriented lifestyle that reflects their values.

Sarah is committed to helping clients pursue their financial goals through personalized financial planning and professional investment management. She takes pride in building meaningful, long-term relationships and providing tailored strategies designed to meet each client's unique needs, priorities, and objectives.

As a Certified Financial Planner™ (CFP®) professional and Certified Divorce Financial Analyst® (CDFA®), Sarah brings specialized expertise to individuals and families navigating important financial decisions and life transitions. She is FINRA-registered and holds Series 7, 63, and 65 securities licenses, as well as licenses in life insurance and annuities.

Sarah began her career in the financial services industry in 2020 and has remained committed to delivering thoughtful guidance and a client-focused experience.

Born and raised in Phoenix, Arizona, Sarah earned Bachelor of Science degrees in both Finance and Marketing from Arizona State University, graduating with honors.

Outside of work, Sarah enjoys spending quality time with family and friends, maintaining an active lifestyle, and exploring new destinations through travel.

Clare Hinkle is a Client Associate in Phoenix, AZ, dedicated to delivering a seamless client experience from onboarding through ongoing service. She coordinates account setup, documentation, and day‑to‑day requests with care and responsiveness, helping clients feel confident and supported. Known for her positive attitude and organized follow‑through, Clare brings a thoughtful, client‑first approach to every interaction.

Clare holds a BS in Agricultural Business from California State University, Fresno, and an MBA from the University of Redlands. She has passed the Securities Industry Essentials (SIE) exam, Series 7, and is currently preparing for the Series 66 Exam, reflecting her commitment to continuous growth and professional excellence.

Outside of work, Clare enjoys traveling, reading, and swimming, and she values spending quality time with her family.