Derek has worked in the financial services industry since 1993. He and his dedicated team are passionate about guiding clients nearing retirement, those currently enjoying their retirement, and successful professionals, in achieving their vision of financial success. Derek uses an integrated, holistic approach priding himself on understanding his clients and relating to them on more levels than just their financial affairs. This unique skill combination allows him to develop and implement innovative strategies that truly address his client’s needs. Derek believes that great things are accomplished through sound partnerships built on trust and integrity and he works hard to exemplify these values in everything he does, both professionally and personally.
Derek is a registered representative where he currently maintains the following registrations and designations: FINRA Series 7, 63, 66 as well as life/health licenses in multiple states. He proudly carries the Accredited Investment Fiduciary designation and is currently working toward his Certified Financial Planner designation.
Outside the office, Derek enjoys spending time with his wonderful wife Dinah, and their seven children. An avid golfer, and sailor, Derek and Dinah can be found passionately working toward their dream of sailing all over the world.