“I always look forward to understanding the details of our client’s financial lives and hearing about their goals. It is fulfilling to know that I can have a positive impact on their financial future.”
As an Associate Wealth Advisor, Derek specializes in paraplanning; preparing financial plans and deliverables. He is a CERTIFIED FINANCIAL PLANNER™ professional having completed the CFP Board’s rigorous standards and associated coursework through Boston University. Derek also carries the Series 65, Virginia Life and Health and Annuities Licenses and holds the Behavioral Financial Advisor™ certification, which further enhances his client relationships by incorporating behavioral finance concepts.
Derek’s passion is to educate clients regarding their personal finances and is dedicated to becoming a trusted resource in their financial lives. He holds a Bachelor of Business Administration degree in Finance with a minor in Economics from James Madison University.
In his spare time, Derek enjoys playing basketball, visiting friends and family, and spending time with his border collie, Remy.