Darlene Carlson joined the Planning Alternatives team in 2018 and brings over 15 years of experience in the banking/financial industry to her role as Client Service Administrator. Darlene assists clients in all administrative matters relating to servicing their investment accounts.
Darlene holds a Bachelors of Business Education degree from Salem State College in Massachusetts, and an MBA in Technology Management from University of Phoenix.
Three words that describe a successful journey:
Fulfilling. Organized. Enjoyable.
Who is the most influential person in your life?
My Aunt Susan. We have always been close and I admire her love for dogs, teaching, travel and the outdoors. She is someone I always wanted to be like, and I look forward to our annual theater weekends in New York City.
Describe the longest road trip you’ve been on:
My husband and I toured the north island of New Zealand on a 10-day trip. We met amazing people and were able to experience everything from bungy jumping and black water rafting to relaxing on the coast and enjoying the ocean views.