Derek helps individuals and families define, plan for and achieve their financial goals. He seeks to build lasting relationships by going above and beyond the role of a traditional wealth manager. A comprehensive understanding of his clients’ financial situations and motivations help Derek provide objective advice fitting their unique needs.
“I practice this profession because it allows me to develop relationships and truly help people by addressing stress stemming from financial uncertainty.”
Derek is known for his ability to effectively communicate with clients in some of the most challenging times in their lives. Having recently experienced a memory care circumstance in his own family, he is truly passionate about effective estate planning for incapacity.
Derek works with North Texas Big Brothers Big Sisters where he enjoys developing positive relationships that have a direct and lasting effect on the lives of young people. He serves as an officer with the Real Estate Financial Executives Association (REFEA) and is a member of the Texas Tech Personal Financial Planning Alumni Board. He enjoys mentoring soon-to-be graduates of his Alma Mater.
Derek and his wife, Beth, live in Richardson with their son, Luke, and Labrador Retriever, Moose. On the weekends, you will typically find Derek soaking in the natural beauty of the outdoors.
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