Personal

Derek grew up in North Carolina, then moving to Colorado in 2009 where he met his wife, Amber and began building their life together. He is passionate about dreaming big while becoming the best version of himself. He loves both an adventurous travel trip and a cozy weekend at home. He and Amber have two children and a Wheaton Terrier named Tater.

Derek looks forward to their annual family road trip each year, exploring a new part of the country and eating the local cuisine. He believes that every breath is a gift and living our lives to the fullest with the people we love is the best way to honor that gift. 

Derek and Family

Professional

Derek holds his Series 7 & 63 investment licenses, his life and health insurance license, as well as the RICP® (Retirement Income Certified Professional) and CLF® (Chartered Leadership Fellow) designations from the American College for Financial Services.

He and his team are licensed in 32 states across the country where they serve their clients. 

 

Derek at The Broadmoor

Service to Others

Here are some organizations we are proud to partner with

The Action Center

Mission: To provide an immediate and compassionate response to those experiencing hardship and offer the resources and services needed to stabilize lives and promotes pathways to lasting change.

The Action Center

Denver Rescue Mission

Denver Rescue Mission is changing lives in the name of Christ by meeting people at their physical and spiritual points of need with the goal of returning them to society as productive, self-sufficient citizens.

Denver Rescue Mission

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Education Planning & Funding

Wealth Management

Advisory Services

Investment Planning & Strategies

Life Insurance Strategies

Disability Planning