Bishop Smith Wealth Management Group
of Wells Fargo Advisors
About Us
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.
Meet Our Team
Darren L. Bishop, CFP, APMA
Senior Vice President - Investments
Phone: 303.488.2456
Email: darren.bishop@wellsfargoadvisors.com
Darren L. Bishop, CFP®, APMA®
Senior Vice President - Investments
Phone: 303.488.2456
Email: darren.bishop@wellsfargoadvisors.com
My Background
As a seasoned financial advisor, I believe your success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through the development of a wealth management plan based on personalized, knowledgeable advice.
Our team starts with a consultative approach to gain an understanding of your priorities, risk tolerance and goals. The development of your customized plan includes the use of the Envision® planning process, an important tool that helps me strategically allocate your portfolio and helps you understand your plan and track your progress. The Bishop Smith Wealth Management Group of Wells Fargo Advisors is built on a foundation of honesty and diligence. Our team approach helps us to provide a high level of service and multiple viewpoints to help build, manage, preserve and transition wealth for future generations.
I hold the CERTIFIED FINANCIAL PLANNERTM professional, Accredited Portfolio Management AdvisorSM, and Chartered Retirement Planning CounselorSM accreditations along with the Series 31, Series 4, Series 63, Series 65, Series 7, Series 8 and Series 24 registrations. I earned a Bachelor of Science degree in Business Administration from the University of Arizona.
I moved to Colorado from Tucson, AZ in 1993. I recently bought a home in the Stonegate neighborhood in Parker. Both my kids graduated from Cherry Creek High and are now attending Colorado State University in Fort Collins. In my time out of the office I support the Avielle Initiative, a part of the National Mental Health Innovation Center located on the Anschutz campus. We seek to prevent violence through neuroscience research. I also enjoy biking, hiking, racquetball, and playing cards.
My Associate: Matt Smith, Senior Vice President – Investments
My Experience
2024 – Present: Senior Vice President – Investments, Wells Fargo Advisors
2018 – 2024: Vice President – Investments, Wells Fargo Advisors
1993 – 2018: Vice President, Ameriprise Financial Services
My Education & Credentials
BSBA – University of Arizona
Designations
CERTIFIED FINANCIAL PLANNER® professional
Accredited Portfolio Management AdvisorSM
Chartered Retirement Planning CounselorSM
My Areas of Focus
Planning for Retirement
Comprehensive Investment Planning
Portfolio Analysis Services
Estate Planning Strategies
Retirement Planning for Business and Executives
Education funding and 529 plans
CA Insurance License Number: OE62137. Residence State CO.
Senior Vice President - Investments
Phone: 303.488.2456
Email: darren.bishop@wellsfargoadvisors.com
My Background
As a seasoned financial advisor, I believe your success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through the development of a wealth management plan based on personalized, knowledgeable advice.
Our team starts with a consultative approach to gain an understanding of your priorities, risk tolerance and goals. The development of your customized plan includes the use of the Envision® planning process, an important tool that helps me strategically allocate your portfolio and helps you understand your plan and track your progress. The Bishop Smith Wealth Management Group of Wells Fargo Advisors is built on a foundation of honesty and diligence. Our team approach helps us to provide a high level of service and multiple viewpoints to help build, manage, preserve and transition wealth for future generations.
I hold the CERTIFIED FINANCIAL PLANNERTM professional, Accredited Portfolio Management AdvisorSM, and Chartered Retirement Planning CounselorSM accreditations along with the Series 31, Series 4, Series 63, Series 65, Series 7, Series 8 and Series 24 registrations. I earned a Bachelor of Science degree in Business Administration from the University of Arizona.
I moved to Colorado from Tucson, AZ in 1993. I recently bought a home in the Stonegate neighborhood in Parker. Both my kids graduated from Cherry Creek High and are now attending Colorado State University in Fort Collins. In my time out of the office I support the Avielle Initiative, a part of the National Mental Health Innovation Center located on the Anschutz campus. We seek to prevent violence through neuroscience research. I also enjoy biking, hiking, racquetball, and playing cards.
My Associate: Matt Smith, Senior Vice President – Investments
My Experience
2024 – Present: Senior Vice President – Investments, Wells Fargo Advisors
2018 – 2024: Vice President – Investments, Wells Fargo Advisors
1993 – 2018: Vice President, Ameriprise Financial Services
My Education & Credentials
BSBA – University of Arizona
Designations
CERTIFIED FINANCIAL PLANNER® professional
Accredited Portfolio Management AdvisorSM
Chartered Retirement Planning CounselorSM
My Areas of Focus
Planning for Retirement
Comprehensive Investment Planning
Portfolio Analysis Services
Estate Planning Strategies
Retirement Planning for Business and Executives
Education funding and 529 plans
CA Insurance License Number: OE62137. Residence State CO.
Matthew Smith, CFP, APMA
Senior Vice President - Investments
Phone: 303.488.2457
Email: matt.j.smith@wellsfargoadvisors.com
I began my career as a Financial Advisor with A.G. Edwards in 2001. My practice focuses on goal based planning and investment management. Core themes to our planning often include preparation for retirement and transitioning from accumulation to distribution of assets. Working closely with clients to plan for their retirement and helping them achieve their goal of financial security has been extremely gratifying. My designation as a CERTIFIED FINANCIAL PLANNER™ professional provides an important foundation for both investment planning and management.
My team, Bishop Smith Wealth Management Group of Wells Fargo Advisors collaborates to deliver comprehensive investment and wealth planning strategies. Our extensive experience allows us to help provide sound advice through ever changing markets and financial needs.
I graduated from St. Olaf College with a BA in Biology. Originally from the Midwest, my wife Jennifer and I have lived in Colorado since 1998. Our three daughters are Colorado natives with our oldest having graduated University of Denver and the younger two attending University of New Mexico and the University of South Florida. In our free time we like to stay active outdoors hiking, running, snowboarding and enjoying nature.
CA Insurance License Number: 4146478. Resident State CO.
My team, Bishop Smith Wealth Management Group of Wells Fargo Advisors collaborates to deliver comprehensive investment and wealth planning strategies. Our extensive experience allows us to help provide sound advice through ever changing markets and financial needs.
I graduated from St. Olaf College with a BA in Biology. Originally from the Midwest, my wife Jennifer and I have lived in Colorado since 1998. Our three daughters are Colorado natives with our oldest having graduated University of Denver and the younger two attending University of New Mexico and the University of South Florida. In our free time we like to stay active outdoors hiking, running, snowboarding and enjoying nature.
CA Insurance License Number: 4146478. Resident State CO.
Karen C. Craig
Client Associate
Phone: 303.200.9522
Email: karen.craig@wellsfargoadvisors.com
My twelve years as a Client Associate is combined with 14 years of project management and engineering experience in the military/defense industries. I support our team in providing superior service for our valued clients.
“Rock Chalk” is part of my vocabulary as a graduate of the University of Kansas with Bachelor of Science degrees in both Mechanical Engineering and Business Administration.
Our family has lived in Monument, CO, for over 28 years. Our son, Ian, graduated from the University of Colorado and is an Officer in the United States Marine Corps. He and his wife, Lizzie, just returned from 3 years in Okinawa, Japan, and are based at MCAS Cherry Point in North Carolina. Our son, Garrett, graduated from Augustana College in Illinois and is working in Giving Strategies and Accounting at a non-profit in Colorado Springs, CO. Being a retired Airline family, our focus is traveling as much as possible.
“Rock Chalk” is part of my vocabulary as a graduate of the University of Kansas with Bachelor of Science degrees in both Mechanical Engineering and Business Administration.
Our family has lived in Monument, CO, for over 28 years. Our son, Ian, graduated from the University of Colorado and is an Officer in the United States Marine Corps. He and his wife, Lizzie, just returned from 3 years in Okinawa, Japan, and are based at MCAS Cherry Point in North Carolina. Our son, Garrett, graduated from Augustana College in Illinois and is working in Giving Strategies and Accounting at a non-profit in Colorado Springs, CO. Being a retired Airline family, our focus is traveling as much as possible.