As Williams Financial’s executive vice president and senior financial planner, Daryl Spirka enjoys working with clients preparing, monitoring, and updating personalized financial plans to meet their individual needs.
After earning a Bachelor of Business Administration from the University of Vermont, Daryl became a CPA in the state of Vermont, where she has gained over 20 years of diverse tax experience with small businesses and individuals. In addition, Daryl has held the CERTIFIED FINANCIAL PLANNER™ professional designation for more than 15 years. She is an investment advisor representative registered with the states of Massachusetts, New York, Texas, and Vermont, and she holds the Series 66 FINRA license.
Prior to joining the Williams Financial team in 2014, Daryl ran her own CPA practice from 2002 to 2014. Pairing her tax planning expertise with financial planning services has afforded her the opportunity to create increasingly meaningful relationships with clients throughout the years. Daryl excels at establishing a comfortable atmosphere in which clients feel at ease discussing wealth management and ensuring that all recommendations are concisely communicated.
Outside of work, Daryl can often be found carving waves while jet skiing on a nearby lake, maintaining her extensive vegetable gardens (from which her coworkers often and gladly benefit), spending time with her family, or immersing herself in a great book.