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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.

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.