Derek has spent the last 20 years working in the financial services industry in a variety of roles, ranging from product development, customer services, and sales to providing financial advice.
His experience provides a unique insight into developing plans for clients helping clients to achieve their financial goals. Derek started his own financial advisory business in 2017 but merged this with AdviceFirst in late 2023.
Outside of the office, Derek is married with two college-age children who keep him busy. He participates in IRONMAN events and tries to watch as much sport as time allows.