Growing up in Jackson, California, Derek chose a career in financial planning so he could help people solves their problems and organize their financial lives. He really enjoys watching his client’s eyes light up when they realize they can do and achieve more than they ever thought possible. Derek is a graduate of the University of San Francisco where he obtained a degree in organizational behavior. During his time in school Derek played soccer and basketball.
After graduating from school, Derek began his 25-year career in financial planning. Derrick is extremely proactive about providing resourceful alternatives to solve complex issues. He serves Business Owners, Executives, Professionals and High Net-Worth Families. His specializes in working from a client’s perspective with complete consideration of company benefits, retirement plans, investment accounts, insurance contracts, tax planning and real estate transactions and management.
Today, Derek lives in Folsom, California where he loves to spend time with his Wife Melissa and his nine children. When he isn’t helping his clients with advanced tax and wealth strategies, you can often find him leading the local Boy Scout troop and spending time outdoors.