Our Associates

Daryl Christensen focuses on assisting clients identify financial objectives and creating a personalized process regarding near term goals and long term vision of retirement.  Over time, we can turn these in to attainable solutions enabling our clients to take consistent action towards pursuing their goals.

The process begins with the creation of a comprehensive approach that builds upon a client's current financial position then guides them through the various lifecycle phases they will experience in their lifetime. Eventually, these phases involve planning for optimum timing of Social Security benefits, selecting suitable Medicare alternatives, and providing for potential Long Term Care insurance options supporting our clients' quality of life.

Or, the plan may be more targeted such as establishing investment goals and creating a suitable portfolio that reflects a client's investment time horizon and tolerance of risk. This managed wealth accumulation process involves periodic review and re-assessment of risk tolerance.

Daryl pursued a long-term career in the food service industry where he held key management and ownership positions. The experience of owning and operating businesses provides Daryl with insight of challenges encountered by business owners as they plan for their future.

Daryl joined Waddell & Reed in 2004 as a Financial Advisor and holds the following securities licenses: Series 6, Series 7, Series 63, Series 66. He also holds Colorado Life, Variable Products and Accident & Health insurance licenses.

His long held value of service-to-community has led him to contribute in many ways: Member of the Lakewood Kiwanis Club where he has served on the Board of Directors and is a past President, member of the Arvada Chamber of Commerce where he has served on the Board of Directors and is a Past Chairman, currently serves on the Board of Directors of the Two Ponds Preservation foundation as President.

Daryl enjoys sharing time with his wife Tammy, their family and friends while enjoying hiking in the mountains, road trips in Colorado, working with horses, and creating new palate pleasers in his smoker.

Waddell & Reed is not affiliated with any organizations herein named.

 

Darin Hammerschmidt assists individuals, families and small businesses with investment management, retirement planning and wealth transition. Darin's financial planning process provides a roadmap to assist in his clients in mitigating their financial concerns while empowering them to pursue the financial future they desire. Short term goals and long term aspirations all come into play when planning your personal financial strategy. Regardless of your stage in life, your income or your goals, a plan can help you accurately manage your finances.

Darin graduated from Kansas State University in 2006 with a B.S. in Management and joined the Waddell & Reed team of Golden, Colorado in 2008. Since his transition to Colorado, he has been very involved in his community. Darin has been an active member of the West Chamber of Commerce serving Jefferson County since 2008 and is currently serving his 2nd, three year term on the Board of Directors of the West Chamber and is currently the Past Chair of the West Chamber Board. Growing up in a small community in Kansas, he developed a passion for economic development and enjoys giving back to his local community. Darin has been an active member of the Kiwanis Club of Lakewood since 2009 and served as the president of the Kiwanis Club of Lakewood for fiscal year 2012. Darin is also a graduate of the Leadership Jefferson County class of 2010, and sits on the Foundation Board of the West Chamber serving Jefferson County. Darin, his wife Jamie and daughter Kylie were residents of Lakewood for four years and recently moved to Wheat Ridge in July of 2015.

Outside of his passion working with his clients he enjoys spending time with his family, exercising, cooking, hunting, fishing and taking advantage of all that Colorado has to offer.

Darin holds Series 7 & Series 66 securities licenses. He also holds Colorado Life, Variable Products and Accident & Health insurance licenses.

Waddell & Reed is not affiliated with any organizations herein named.

Gina Christensen has been working with Daryl and Darin for the past seven years.  Her primary role involves organizational duties for the team.  Gina does data input for investment analysis illustrations and comprehensive financial plans.  Working at the Golden office has presented many opportunities for personal growth fostered by the enthusiasm of those with whom we work.

Gina resides in the Lakewood area with her son.

Gina enjoys anything that involves athletics, including snowboarding, hiking, and riding dirt bikes. Her newest outdoor hobby is paddleboarding.

Gina acts as a non-registered associated person of Waddell & Reed, Inc.  She is authorized to assist Financial Advisors with approved activities.  She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

Lori's primary role involves organizational duties for the team. Lori does data input for investment analysis illustrations and comprehensive financial plans.

Lori is a native of Lakewood and joined our team after 25 years of being self-employed in Art Sales and Custom Framing. Lori is very active in the Lakewood community with several Foundations. She is a graduate of Leadership Jefferson County and currently serves as the Chair for City Day. Lori was appointed to the Advisory Commission for an Inclusive Community in 2010 and is completing her second term as Chair.

She is the step-mother of 3, making her a grandmother of 6. She is also mom to a new college student. Family time includes hunting and golf and speaking on behalf of Children's Hospital.

In her spare time she enjoys gardening, cooking (with dreams of someday authoring a cookbook), reading and needle art.

Lori acts as a non-registered associated person of Waddell & Reed, Inc. She is authorized to assist Financial Advisors with approved activities. She is prohibited from soliciting, creating a market or account for any securities, investment advisory or insurance services. These activities are the sole responsibility of the Financial Advisors, in addition she is not authorized to enter into any contractual obligations on behalf of Waddell & Reed, Inc. or otherwise bind the firm.

05/16