Are you on track?
Providing tailored wealth management strategies to support you and your family.
What will your kids do when you're gone?
Working with you to make sure that you're always working towards your goals.
Philosophy
I believe that making clients like you a priority is what wealth management is all about.
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.
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!
Values
Taking pride in creating practiced, disciplined, and comprehensive investment strategies.
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
I take the time to understand your unique situation before tailoring recommendations specifically to you.
Baird History
Years of experience have prepared me to guide you through life's transitions.