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Philosophy

I believe that making clients like you a priority is what wealth management is all about.

Connect with Derek

Connect with Derek

No matter how you picture retirement, I'll tailor a strategy suited to your goals.


How I Work

Creating and effective investment strategy is an ongoing process, and I'm with you every step of the way.

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Second Opinion Service

Which of the people you care about most would benefit from a second opinion? Give me a call or send a message - I'm here to help!

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Values

Taking pride in creating practiced, disciplined, and comprehensive investment strategies.

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Putting People First

Putting People First

From retiring early to funding a college education to fueling your passion for philanthropy, I want to know what’s important to you, your spouse, and your family — and how you see your needs changing over time.

Before we meet, I ask you to spend a little time reflecting on what’s truly important. Then, I'll lead you through a proven process designed to unearth details, create dialog, and build a basis of shared understanding.

Download “Stop, Drop, and Go: 12 Essential Steps to Keep Your Family Safe From Fire”

Is your family prepared to handle a house fire? Do you know the steps to prevent one? Do you have a go-plan to keep your family safe in the event of a fire emergency in your home? If not, our free ebook can help. Sign up below to receive your copy of “Stop, Drop, and Go: 12 Essential Steps to Keep Your Family Safe From Fire.”

Financial Assessments

Financial Assessments

I take the time to understand your unique situation before tailoring recommendations specifically to you.

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Baird History

Baird History

Years of experience have prepared me to guide you through life's transitions.

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