Customplan Financial

Background

Darryl began his career in the Financial Services Industry in 2002. He was an advisor for 5 years before entering into the Managing General Agency business. Darryl joined Customplan Financial in 2013.

Darryl has always worked closely with advisors, helping them in just about all aspects of their business. If it’s help with an illustration, case consultations, preliminary assessment inquires or marketing ideas Darryl is most advisors first call. Darryl is continuously putting together Professional Development Days, clinics and numerous events to help advisors develop new concepts and to help keep them up to date. In addition to working with advisors Darryl is helping to grow the firm’s brand.