Derek understands the true impact financial planning can have, from firsthand experience. Growing up in a low-income area, he observed others around him making poor financial decisions. Witnessing this was his motivation to obtain the knowledge and expertise to help people effectively manage their finances. It is his greatest satisfaction to see his clients’ joy as they reach their goals.
Derek specializes in asset management, portfolio construction, and business planning. Derek is a Registered Representative with Kestra Investment Services, LLC and an Investment Advisor Representative with Kestra Advisory Services, LLC.
Prior to joining Strive, Derek spent 10 years working in several roles in the financial services industry, including as an Investment Advisor Representative and in managerial roles working as a Registered Principal where he was responsible for training new advisors.
When he’s not at the office, you’ll find Derek with his family. Derek also enjoys giving back to the community through involvement in foster care organizations for displaced children and the local food bank.