Our team
You get all of us.
No single advisor can cover tax, investments, planning, and the hundred details in between. Here is who does what.
Darren Wurz, CFP®
Lead advisor
Darren sets the strategy for client plans and leads discovery and proposal meetings. He holds the CFP® certification and a Master of Science in Financial Planning from Golden Gate University. He is the author of The Lawyer Millionaire, published by the American Bar Association, and host of The Lawyer Millionaire Podcast. He came to financial planning from teaching, and he would rather you understand the plan than admire it.
Travis Wurz
Lead advisor
Travis is the second generation of the firm alongside Darren and leads his own client relationships. He builds plans and portfolios around each family’s retirement, with a focus on creating dependable income from a diversified portfolio.
Stacy Bearden, CFP®
Financial planner
Stacy is the first person most clients talk to and the planner who keeps their plan current. She leads the qualifying call, partners with Darren in discovery and proposal meetings, and runs the year-round service calendar. If you have a question between reviews, Stacy is your answer.
Kylie Stover
Client concierge and paraplanner
Kylie runs onboarding and much of what follows: account transfers, forms, beneficiary updates, and the analysis behind your plan, so every meeting starts with the numbers ready.
Amanda Baldwin
Client concierge
Amanda handles scheduling, paperwork, and the follow-through that keeps your plan moving between meetings.
DeAnna Arce
Executive assistant
DeAnna keeps meetings, materials, and follow-ups on schedule, and makes sure your requests reach the right person.
Richard H. Wurz
Founder, retired
Richard founded Wurz Financial Services on relationships and straight advice, and guided clients through every market cycle from the 1980s on. His sons Darren and Travis lead the firm today.