Time to do great things

For more than 25 years, he’s helped families and executives turn complex decisions into calm, high-quality financial plans.  Trained as an attorney, Darren brings a problem-solving mindset to aligning capital, risk and cash with each client’s customized needs.

Clients describe Darren as their “personal CFO” who listens first, anticipates what’s next, and shows up with clear and logical next steps.  His recommendations are research-backed and scenario-tested—and coordinated end-to-end with clients’ CPAs and attorneys—so choices are clear, confident, and defensible.  His areas of fluency includes executive compensation, concentrated stock strategies, liquidity events, liability management and estate coordination.

Darren was selected for the UBS Wealth Advisor program and has been recognized on the Forbes Best-in-State Wealth Advisors list (2019-2025).  Outside of the office, Darren and his wife, Lauren, enjoy travel, great restaurants, photography, staying active and spending time with their dogs.

Jessica's wealth management career began with Merrill Lynch in May of 2000. Jess has been focused on delivering superior personalized service and developing customized strategies for her clients.  She has forged long lasting relationships based on listening, caring, and trust. 
 
Jessica served 9 years with the Minnesota Air National Guard which helped create her work ethic, attention to detail, and ardent focus on helping people.
 
When Jessica is not “triple checking” everything at work, she and her husband Andy are busy chasing around their two littles to various activities in Shakopee.  Jessica loves spending time with family and friends, running, reading and travel.

Cindy is a long-time UBS employee who joined the Swiller Lederfine team in 2016. She has held a variety of positions in her long tenure with the firm and comes to us with an extensive background in serving high net worth clients. She holds the Series 7 and 63 securities licenses. Cindy is married to her husband Dan; they have two adult children and live in Glenwood MN. In their free time they enjoy traveling, spending time with their family, camping and hiking.

Ellen started at UBS in the spring of 2025. She supports clients in managing their financial needs, ensuring smooth processes for deposits, money movement, and account management.

Ellen graduated from St. Olaf College where she was captain of the Cross Country and Track teams.

Outside of work, Ellen likes to run and spend time with her dog, Sully.  Ellen also likes to read, listen to music, and do jigsaw puzzles.