Focus

Joe draws on 30 years of experience in the Financial Services Industry to provide an investment planning process customized to help clients achieve what is important to them.  As President of  the Froehle Wealth Management Group, Joe is the chief investment strategist and he directs all asset allocation strategies and investment selections.

Joe helps clients develop a customized investment plan, manage their investments to align with their plan, and navigate through critical financial events that occur throughout their lives. Joe focuses on delivering a high level of service and prioritizes achieving what is important to each individual client as the sole purpose of any advice.  


Background and experience

Joe earned a Bachelor of Arts Degree in 1993 from Drury University with majors in Finance and Economics and also served as President of the Student Body.   In 1997, Joe earned his Masters of Business Administration Degree, with a Finance Emphasis from Saint Louis University.

Joe began his career in 1993 in Corporate Banking and Commercial Lending first with Mercantile Bank in St. Louis, MO.  He later returned to Springfield, MO as Vice President with Commerce Bank.  In year 2000, Joe transitioned his career to taking a holistic approach focusing on all aspects of client financial needs by joining Smith Barney as Financial Advisor.  In 2009, Joe moved his practice and clients from Smith Barney to Wells Fargo Advisors.

At Wells Fargo Advisors, Joe earned several titles and distinctions including the Platinum Council (previously known as Premier Advisor) from 2014-2024. The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by completion of educational components, business production based on the past year, and professionalism. Additional criteria, best practices and team structure, may also be used to determine recipients. 

Away from the office

Joe and his wife Christine live in Springfield, MO and have two daughters, Hannah and Mia, who are the joy of their lives. Joe also has a passion for golf, which he pursues as a member of Hickory Hills Country Club.  Joe has been active in the Springfield community having served as Chairman of the Board of Directors for the Springfield Workshop, Inc., President of the Drury University Alumni Association, and Board Member of the ARC of the Ozarks Foundation.

AR Insurance License Number: 4791733
CA Insurance License Number: 0D30996 Resident State, MO

Focus

As a CERTIFIED FINANCIAL PLANNER™ Professional at the Froehle Wealth Management Group, Darcy helps clients develop customized investment plans, manages their investments to align with their plan, and helps navigate through critical financial events that occur throughout their lives. Darcy is also instrumental in developing asset allocation strategies and investment selections for the Froehle Wealth Management Group.

Darcy works with many high net worth clients addressing a variety of complex financial situations.  He focuses on delivering a high level of service and prioritizes keeping what is important to each individual client at the forefront of any advice.  Darcy works diligently to be a trusted resource to his clients.  

 

Background and experience

After graduating in 2008 from Southwest Baptist University with degrees in Economics and Finance, Darcy began his career in the Financial Services industry.  In 2012, Darcy earned the CFP® designation.  As a CFP® Professional, Darcy helps clients prepare for critical financial events in their lives by taking a holistic approach to their financial situations, including retirement, funding college education, estate transfer, and significant liquidity events.



Away from the office

As a husband and father, Darcy enjoys spending time with his wife Kirsten, and their 3 children Easton, Olivia, and Emmie.  Together they like to travel and go on adventures – visiting new places to enjoy the outdoors.  Darcy and Kirsten also like to exercise, read, hang out with friends, and volunteer in their community.

CA Insurance License Number: 0I57693 Resident State, MO

Focus

Marci is the Branch Administrator for the Froehle Wealth Management Group.  Marci manages client service activities and maintains an organized environment that helps Joe Froehle, President, and Darcy Parrish CFP®, Vice President, to focus on the wealth management needs of their clients.  

Marci serves clients to help resolve a wide range of inquiries related to administrative matters important to clients. Marci oversees all of the Team’s service requests including opening new accounts, transferring funds, executing trades, and addressing many other client needs.  She also manages the complex operational procedures for the practice with a careful attention to detail. Marci cares deeply for our clients and is dedicated to providing the highest level of service in a timely fashion.  


Background and experience

Since 2005, Marci has been dedicated to assisting the clients of Mr. Froehle and, later, Mr. Parrish. Marci has the Series 7, 63 and 66 registrations to help address client needs.


Away from the office

Marci, and her husband Derek, enjoy spending time with their two children Mya and Drew.  They especially enjoy supporting Mya in her various activities.  Marci and Derek receive special love and joy raising Drew who is a special needs child and will always live with them.  In her free time Marci loves to travel, listen to podcasts, attempt to grow flowers, and spend time with her family and friends

Focus

Carrie joined the Froehle Wealth Management Group in 2019 and has rapidly become a vital part of the team.  As Senior Administrative Associate, Carrie helps manage client service activities and maintains an organized environment that helps Joe Froehle, President, and Darcy Parrish CFP®, Vice President, to focus on the wealth management needs of their clients.  

Carrie interacts with clients to help resolve a wide range of inquiries related to administrative matters important to clients. Carrie executes service requests including opening new accounts, transferring funds, and addressing many other client needs.  Communication, compassion, and consideration are hallmarks of how Carrie provides the highest level of service to our clients in a timely fashion.  



Background

After working for 18 years as the veteran Medical Assistant for a surgery practice here in Springfield, Carrie transferred her love of serving people in the health industry to serving people in the financial services industry. She enjoys learning new things and recognizes that financial stability is an important asset to overall health and wellbeing. 


Away from the office

Outside of the office, Carrie spends most of her time with her family. Carrie and Mark look forward to any visit with her parents, adult children, and young grandkids. She enjoys being outside with her French Bulldog Luna as they are partial to taking long walks on nearby trails. Carrie participates in charity walks for the Breast Cancer Foundation to raise awareness, and she donates to local animal shelters and the Humane Society to support the four- legged community.

Focus

As Operations Manager for the Froehle Wealth Management Group, Christine oversees the office’s technology, building and office environment, and employee benefits.  Christine is dedicated to fostering a professional, fun, and family oriented working environment. Christine also supports Marci and Carrie with their responsibilities.

 

Background and experience

Prior to working at home full time raising their children since 2009, Christine worked for 10 years for Microsense Inc., a local technology company.  At Microsense, Christine installed and supported medical practice management software for medical offices and clinics.  Prior to 1999, Christine worked as an Assistant Office Manager for Ozarks Area Orthopedics and as a Medical Secretary for Pediatric Dermatology at St. Louis Children’s Hospital. 

 

Away from the office 

Christine and her husband Joe live in Springfield, MO and have two daughters, Hannah and Mia. Christine is so proud to be active in her daughters’ success and journeys through life.  Christine has always been a vital part in guiding and supporting Joe’s career in the Financial Service Industry.  In her spare time, Christine loves to jog, play scrabble, and come up with creative cooking ideas for her limited dietary needs.