Darrell began his financial services with MassMutual Life and its broker/dealer MML Investors Services in 1982 after completing the University of Akron's Master of Taxation graduate school program.
After the birth of his first child in 1989, he accepted a position with Meaden & Moore, a major CPA firm, as a Senior Financial Planner, and maintained his personal practice.
In the spring of 1990, he rejoined MassMutual full-time. In a move to gain more independence, he became affiliated with his broker/dealer, Securities America, Inc., in 1996.
Darrell's practice presently serves over 580 families and 225 municipal employees, and he prepares over 350 client tax returns annually. He serves a wide variety of clients, mostly middle to upper middle income, and has no account minimums. He only requires that clients be committed to achieving their personal goals and objectives.
His practice has grown almost entirely by referrals and he utilizes social media.
Lisa Clark, his client service representative, has been with Darrell for 21 years. She is a technology "wizard" and continues to make suggestions to make the practice more efficient.
Darrell is an active alumni member of Phi Beta Sigma Fraternity, and is the past president of the Akron and Cleveland alumni chapters. One of the fraternity main programs is serving as mentors to high school males. For the past 16 years, he has served as the treasurer of the Reynolds/Claytor Family Reunion, a bi-annual gathering of over 300 family members, and in July of this year, was elected as the Chairperson of the Board of Directors.
Darrell has served on the FPA Northeast Ohio Chapter's pro-bono committee and participated in the Plain Dealer and Akron Beacon Journal financial advice call-ins and has written "Ask the Expert" columns for the Plain Dealer for eight years.
Darrell is married to Theresa and they have four children.
His present number one practice goal is to serve his clients another 20 years!
Nominees of The "Lifetime Achievement Award" must meet the following criteria:
• Active in financial planning profession for 25+ years.
• Served as Board or committee member for FPA or predecessor financial planning organizations.
• Exemplifies the financial planning profession.
• Not a current Board member.
• More than one award can be given.
• Award does not have to be given each year.