Derek Woods

Derek Woods is a skilled CFP® Team Lead at Brightside Benefits, leveraging extensive experience in financial planning, investment implementation, and insurance product advising to assist clients in achieving their individual goals. With a proven track record in building long-term relationships, Derek excels in developing strategies for asset maximization and risk management. Their past roles include Regional Sales Director at multiple firms and a Financial Advisor, where they delivered educational seminars and mentored peers, driving significant increases in sales performance. Derek holds a Bachelor of Arts in History and a Post Bachelor's Education License from Colorado State University and is dedicated to fostering success in both individual and team environments.