Derek applies a keen sense of trustworthiness and a robust work ethic to his approach to financial services. His genuine care for each client and every dollar they invest is how he strives to create a sense of family and personal attachment when guiding them toward success. His goal for all clients is for them to live the richest life possible in every way.
The holder of a Chartered Financial Consultant® designation, Derek also holds a Bachelor of Science degree in business management and human resources management from Portland State University. Prior to joining Raymond James, he was a financial representative with Country Financial for 15 years, specializing in both insurance and investment products.
On a day-to-day basis, Derek educates himself on the latest financial news and relevant industry happenings so that he can best keep up with the ever-changing financial landscape. This dedication to staying up to date on current events and shifting market trends helps him to best serve the needs of his clients.
Outside the office, Derek is a contributor to several charities. He is also a full-time dad in addition to being a financial advisor. His hobbies include CrossFit, snowboarding, playing soccer, tennis and flag football, camping, biking, golfing, and any other activity that can create a life of adventure for his wife and kids.
Originally from Portland, Oregon, Derek currently resides in Eagle, Idaho, with his wife, Heidi, and their three children.