Wealth Manager, Investment Advisor Representative, Registered Assistant
As your financial advisor, I have over 25 years of industry experience, to help clients achieve their financial goals. I have spoken to hundreds of clients and advisors across the country on a variety of topics from; financial planning and income planning to distribution planning and more advanced financial planning techniques.
The last 10 years, via public speaking and one-on-one consultations, I have guided hundreds of financial advisors to find the right solutions for their clients, and now I get to help my clients directly. This experience allows me to avoid the common mistakes I have seen over and over and draw upon my experience to build unique plans and solutions that help clients meet their unique goals.
My ability to offer a wide range of solutions for my clients, allows me to structure a flexible and transparent fee/cost structure that fits all budgets and clients.
My practice focuses on:
- comprehensive financial planning
- investment management,
- retirement income planning,
- advanced planning techniques
- insurance review and planning
Originally from Granby, Connecticut, Derick attended Syracuse University, where he received a bachelor’s degree, and Westminster College in Salt Lake City, where he received a master’s degree. Outside of my financial planning practice, I enjoy Skiing, golf, coaching and playing lacrosse, mountain biking, and spending time with my wife of 25 years Jori and our three kids; Isabel, Emily and Jack.
To discuss your unique financial goals or for more details on the services Derick offers:
*please see below for important disclosure including fee schedule availability.