Our Team

Wurz Financial Services is an independent, family-owned and operated business. We are dedicated to helping you move with confidence from your working life to a comfortable retirement. Our family's legacy goes back three generations to 1957 when John Wurz first became licensed and entered the business.

Meet the team:

 

Darren WurzDarren P. Wurz, MSFP, CFP®

Financial Planner

I specialize in working with attorneys and business owners. I am dedicated to helping our clients transition from their working life to a comfortable retirement with confidence. I received my Master of Science in Financial Planning from Golden Gate University and also hold the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. My degree equips me with all the quantitative, analytical, and technical skills needed to address today's complex financial situations facing attorneys and business owners. However, I'm not just a numbers guy - I love interacting with people too. I'm in close communication with my clients on a regular basis. To learn more about me , connect with me on LinkedIn.


Email: darren@schmerge.com
859-291-9879

 

 

Travis R. Wurz

Financial Consultant

I serve business owners, realtors and self-employed individuals out of the Toledo office. After graduating from the University of Toledo with a Bachelor's degree in Financial Services and Entrepreneurship, I went on to getting both my Series 7 and Series 66 licenses. I primarily work with realtors, entrepreneurs and other self employed individuals who are seeking to create a diversified income stream, build long term wealth and plan for their retirement.

I am passionate about continuing our family tradition of providing sound and intelligent financial planning services to our new and existing clients. 


Email: trw1@fortunefinancialservices.com
419-276-1576

 

 

Richard WurzRichard H. Wurz

Consultant

I began my career in financial services while still in my twenties and that means I've weathered every market cycle and economic condition of the past 30+ years. That gives me a unique perspective and deep understanding of the ups and downs of the financial markets, which I use to help our clients accumulate, preserve, and pass on wealth with maximum efficiency.

The credo I live by and what I've instilled in my sons is this: “People don't care how much you know unless they know how much you care.” I believe this - and so do they.

Email: rhw@wurzfinancialservices.com
419-276-1573

 

Do you want to explore becoming a Wurz Financial client?

Schedule a complimentary introductory meeting/phone call with us to see if we're a good fit.