Derek helps affluent individuals, families and business owners define, plan for and achieve their financial objectives. When clients get to know Derek, they soon learn that he is motivated to go above and beyond the role of a traditional wealth manager. Derek has strong interpersonal and communication skills which allow him to efficiently work with clients of all levels of financial knowledge.
“I have a thirst for knowledge and I’m always looking for ways to better myself as a wealth manager and as a person.”
Derek particularly enjoys helping clients understand compensation packages and the associated effects to their retirement lifestyle. He enjoys analyzing employer sponsored retirement plans, deferred compensation packages, equity based compensation and similar programs that affect the wealth of a client today and in the future. Derek prides himself on his ability to analyze Social Security benefit planning strategies.
In addition to his role at HFS Wealth Management, Derek has been part of the North Texas Big Brothers Big Sisters program since 2010 where he enjoys developing positive relationships that have a direct and lasting effect on the lives of young people. He also serves as an officer with the Real Estate Financial Executives Association (REFEA).
Derek lives in Richardson with his wife, Beth, and their Labrador Retriever, Moose. They enjoy traveling and are trying to see as much of the world as they can before they expand their family beyond Moose. On the weekends, you will typically find Derek soaking in the natural beauty of the outdoors.
Education & Accreditations: