Daryl Spirka is the firm’s executive vice president of financial planning. In this role she leads the team of financial planners and directs the firm’s comprehensive approach to financial planning. As a wealth advisor, she creates, implements and monitors her clients’ financial plans and investment strategies in the Bennington, Vermont and Leominster, Massachusetts offices.
Daryl is a CPA in the state of Vermont and earned the CERTIFIED FINANCIAL PLANNER™ professional designation. She is an investment advisor representative registered with the states of Massachusetts, New York and Vermont, and she holds her FINRA Series 65 Investment Advisor license.
Daryl has earned a bachelor of business administration from the University of Vermont and has over 20 years’ of diverse tax experience with small businesses and individuals as well as significant financial planning experience.
She resides in Wilmington, Vermont with her husband.