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 is involved in his community and an active member in his church. He has worked with North Texas Big Brothers Big Sisters and enjoys developing positive relationships that have a direct and lasting effect on the lives of young people. He is a member of the Texas Tech Personal Financial Planning Alumni Board and enjoys mentoring soon-to-be graduates of his Alma Mater.
Derek, his wife, Beth, and sons, Luke and Jacob live in Richardson. Outside of work, Derek spends a majority of his free time in the outdoors with his family.
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