Darcy McCallson, CFP®

Wisconsin Office

Darcy McCallson, CFP®

Wealth Management

Darcy McCallson joined FIM Group in 2011 as a client services specialist and has since earned the Certified Financial Planner, CFP, designation. She is currently an Investment Advisor Representative, working with clients on an ongoing basis to develop and implement their financial and estate plans. Darcy is a key liaison between FIM Group clients and the various custodians, brokers and plan holders.

Darcy holds a bachelor’s degree in Broadcast Business Management from University of Wisconsin – Platteville. In addition to experience in the broadcast industry she specialized for a number of years in software sales and support. Prior to joining the FIMG Group team, Darcy applied her leadership and administration skills to the non-profit world; working for twelve years at a large church in the area in roles from membership and volunteerism to five years as Human Resource Director.