Derek has been serving high net-worth individuals and families since 1998, assisting them in the creation and implementation of carefully crafted plans to solve both their financial and many times their life goals. Derek’s North Star is helping others achieve their highest potential both professionally and personally; Derek is the product of a two-parent-teacher household that emphasized excelling in both school and helping others.
He received his undergraduate degree in Business Administration with a concentration in Finance from the University of Washington. He’s held the Certified Financial Planner “CFP” designation from the Certified Financial Planning Board of Standards since 2001. Derek is passionate and receives great joy in developing and implementing Liberated Wealth® plans for the firm’s clientele and helping them achieve their life goals through an impactful change to their financial well-being.
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