Derek approaches financial planning like he takes on life: He gets the big picture and then dives into the details. With more than 15 years of experience, he knows how to make sure that every aspect of his clients’ financial plans are working together to help achieve their ultimate goals — whatever they may be. From medical professionals to retirees, young business leaders to people just about to retire, he has a knack for helping all types of clients with their unique needs.
What are the 3 words that people use to describe you?
"Passionate. Loyal. Humble."
When you are not in the office, what are you most passionate about?
"Family is most important to me"