Darlene Shipe is a Partner and Wealth Manager with Edmond Wealth Management and an Investment Advisor Representative with WCG Wealth Advisors, LLC. Darlene has been in the financial services field for 34 years, managing investments for her clients for over 26 years and holds the following securities registrations: Series 7 and 63 held with LPL Financial and 65 held with WCG Wealth Advisors, LLC., as well as Life/Variable Annuity, Disability and Long Term Care insurance licenses.
Edmond Wealth Management specializes in developing and implementing financial plans for private clients. Our firm incorporates advanced tax planning techniques to potentially minimize income and estate taxes, and focuses on multi-generational wealth management.
Darlene has worked in the investment services industry since 1994 specializing in working with people who are retired, or preparing for retirement and specifically utilizes a financial planning approach that focuses on the advantages of professional money management, estate and retirement planning, and asset protection planning. This allows her to tailor her client's wealth management strategy based on their individual planning needs, objectives and goals.
Darlene was born in Canada and moved frequently with her military family while she was young. They returned to Oklahoma because out of all of the places they had lived, her parents felt like Oklahoma was the best place to raise a family. She has resided in the Oklahoma City area since 1972 and currently lives in Edmond. Darlene is a member of the Financial Planning Association® (FPA®), the Association for Financial Counseling and Planning® (AFCPE®), and the Edmond Chamber of Commerce. Darlene is a graduate of the Edmond Citizen’s Police Academy (ECPA). Darlene attended Rose State College in Midwest City and The American College. Darlene has one son. Her hobbies include leather crafting, traveling, quilting and collecting postcards from her clients.