Derek is an Investment Adviser Representative with SagePoint Financial, Inc. He earned his degree in Accounting from the University of San Diego. While in college, Derek played baseball and football, and was a defensive captain for the Toreros during his senior campaign. Upon completing his degree at USD, Derek embarked on a career in public accounting with Kennedy and Coe, LLC where he worked as a tax accountant. After realizing his passion for financial planning, Derek transitioned to NYLIFE Securities/Eagle Strategies where he served as a Registered Representative and Investment Adviser Representative. Seeing an opportunity for growth in the Front Range, and wanting to provide his clients with a greater financial planning offering, Derek joined the family firm and opened the Denver branch.
Having grown up around the financial services industry, Derek values having open and honest working relationships, and prides himself on treating each client's situation as if it were his own. Comprehensive in every step of the planning process, Derek seeks to understand his clients' needs and continually monitors their progress in reaching their financial goals.
Derek lives in Denver with his wife, Jacqui, and their dog, Oakley. Derek and Jacqui enjoy attending sporting events together, as well as spending time with their family and friends.