Darlene Rice


Often the first point of contact for our client’s, Darlene is a key part of the IWM team. Darlene’s professionalism and outstanding interpersonal skills are highlighted in her duties as our client services coordinator and office manager. IWM benefits from her fifteen-plus years of financial services experience in addition to time spent in the healthcare industry.

Darlene has taken Para Planner classes from the College for Financial Planning and she is an active member in Zonta International, Leelanau County Chapter.