Derek is a comprehensive, fee-only financial planner who has been working in the investment and financial services industries for over 17 years. Having come from a long-line of small business owners he has a passion for helping individuals identify opportunities to save money and accumulate assets over the long term. His primary areas of expertise include:
- Customized, in-depth retirement planning (e.g. cash flow and scenario analysis to help determine the optimal retirement timing)
- Tax planning (tax reduction strategies, and real estate analysis)
- Investment management & planning
- Estate planning strategies
Having worked through the Great Recession, Derek witnessed firsthand the risks associated with investing, and the importance of developing a thorough financial plan coupled with a disciplined investment strategy. He enjoys listening and understanding each client’s unique situation, and has found that through in-depth financial planning, there are almost always opportunities to help individuals simplify their lives, decrease risk, and increase their chances of a successful future.
Derek grew up in New England and graduated from Stonehill College with a bachelor’s degree in Business Administration, with a Finance concentration. He later graduated with an Executive Certificate in Financial Planning from Santa Clara University. He has previously passed his Series 7, 63, and 65 registrations.
Derek was a three-sport athlete in college – competing in soccer, golf and track field. He was fortunate to be honored as a three time All-American, once as an NCAA Track; Field athlete, and achieving the status twice as a high school soccer player and captain. Derek currently resides in Danville with his wife Anne and three children. He enjoys all types of fitness, including watching and participating in most sports, particularly golf. He has competed in triathlons and looks to continue them in the future. He also loves traveling, the movies, music, playing chess and getting together with family and friends.
Derek is a Danville member of the worldwide service organization, Rotary Club. He is also an active member in his church and the Knights of Columbus, a charitable group with a global reach. He remains active with his kids school and sports, coaching various teams. He continues to give charitably to his community and for many years has been sponsoring impoverished children and orphans around the world.