Senior Vice President–Wealth Management
Financial Advisor
Experience to guide you forward
His law school background prepared Darren with strong problem-solving skills. Today, with over 25 years of experience helping clients solve their problems, Darren delivers highly personalized financial planning and portfolio management to individuals and families. In addition, his analytical training as an attorney has given him an even broader perspective and understanding of the complexities of wealth and estate planning.
Trustworthy, empathetic and hard-working, Darren has built long-term relationships by understanding that every client is unique. A strong proponent of financial planning, Darren understands that a comprehensive plan sets the investment strategy. Clients look to Darren to be their "personal CFO" who is dedicated to helping them achieve their goals.
Education and professional achievements
• Selected to join the UBS Wealth Advisor Program—this attests to Darren’s intensive training to address complex client needs with comprehensive wealth management solutions
• Forbes Best-In-State Wealth Advisor, 2019, 2020, 2021, & 2022
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
• B.A., history, University of Wisconsin–Madison
• J.D., William Mitchell College of Law
Outside of UBS
Darren is involved in various philanthropic activities on both a local and national level. He and his wife, Lauren, enjoy traveling, eating at great restaurants, exercise and spending time with their dogs.
CA insurance license # 0F87474
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Vice President–Wealth Management
Financial Advisor
Experience to guide you forward
His law school background prepared Darren with strong problem-solving skills. Today, with over 25 years of experience helping clients solve their problems, Darren delivers highly personalized financial planning and portfolio management to individuals and families. In addition, his analytical training as an attorney has given him an even broader perspective and understanding of the complexities of wealth and estate planning.
Trustworthy, empathetic and hard-working, Darren has built long-term relationships by understanding that every client is unique. A strong proponent of financial planning, Darren understands that a comprehensive plan sets the investment strategy. Clients look to Darren to be their "personal CFO" who is dedicated to helping them achieve their goals.
Education and professional achievements
• Selected to join the UBS Wealth Advisor Program—this attests to Darren’s intensive training to address complex client needs with comprehensive wealth management solutions
• Forbes Best-In-State Wealth Advisor, 2019, 2020, 2021, & 2022
The Forbes rating is awarded annually in January or February and is based on information from June of the prior year to June of the award year. The rating is based on quantitative factors and is not necessarily related to the quality of the investment advice.
For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
• B.A., history, University of Wisconsin–Madison
• J.D., William Mitchell College of Law
Outside of UBS
Darren is involved in various philanthropic activities on both a local and national level. He and his wife, Lauren, enjoy traveling, eating at great restaurants, exercise and spending time with their dogs.
CA insurance license # 0F87474
Recognized as an industry leader:
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Senior Wealth Strategy Associate
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.
Senior Wealth Strategy Associate
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.
Authorized Officer
Team Administrator
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.
Authorized Officer
Team Administrator
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.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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