Darin DeQuardo
Financial Advisor
Introduction
My name is Darin DeQuardo. I grew up in Brookfield and attended Marquette University. After spending many years in the financial and insurance industries, I decided to shift gears and move into education, teaching high school math for 10 years. In 2018, I returned to the insurance and financial fields, later obtaining my investment licenses in 2021.
I am passionate about helping people understand why saving and planning matter. This includes educating clients on the role different financial, insurance, and retirement products play in a comprehensive strategy. I also assist clients with Medicare insurance, helping them navigate plan options so they can feel confident in their healthcare decisions. Having multiple coordinated tools in place at retirement can greatly support income distribution strategies and help reduce the risk of running out of money.
Outside of work, I serve as a lector at church and volunteer at the church fish fry. I enjoy spending time with family and friends, golfing, being outdoors, and watching classic movies.
I look forward to working with you and building a long‑term relationship focused on your goals.
Service Team
Catie Lamberson
Business Office Manager
Anna Alarcon
Administrative Assistant and Insurance Coordinator
Christie Terranova
Office Administrator
Kaitlyn Pfluger
Trader & Licensed Administrative Assistant
Becky McDaniel
Supervisory Principal
Joseph Bonacci
Portfolio Management Associate, CFA
Executive Team
Giancarlo Foti
CEO & Founder
James Slaughter
President, CGO & Founder
Location & Contact Information
11931 West Bluemound Rd
Suite C
Wauwatosa, WI 53226