About Us

Darlene K. Steffen, CPA/PFS, CFP has over 30 years experience in financial management and business planning that culminated in a career dedicated to helping women, their families and those in agribusiness and their families  Partnering with clients, she helps them build and sustain a financially sound foundation for a better life.

Her educational background includes a B.S. in Accounting from the University of Massachusetts, an M.A. in Organizational Behavior from Webster University and an MBA from the Kellogg School of Management, Northwestern Unvierstiy.

She is a member of the Certified Financial Planner (CFP) Board of Standards as well as the American Institute of Certified Public Accountants (AICPA).  She is one of the few CPAs who jointly holds the Personal Financial Specialist (PFS) designation.  Additionally, Darlene is a member of the National Association of Personal Financial Advisors, maintaining a fee-only practice.  

We look forward to using our expertise to help you pursue your financial goals and achieve sustainable abundance in your life.