Years of experience: 19+
BrokerCheck: Check the background of this investment professional on FINRA’s BrokerCheck
Education: Salisbury University
Derek is a Partner at Washington Financial Group (WFG). His clients most often retain him as their Personal CFO. In this role, Derek leads his team at WFG to help coordinate all aspects of his clients’ financial lives. Drawing on almost two decades of experience as a financial advisor, Derek helps enable his clients with the financial confidence they need to focus their time and energy on what is truly important to them.
His typical client is a professional, entrepreneur or business owner who shares in one or more of Derek’s passions that include golf, wine, sporting events and live music. He is a strong believer in the power of networking and seeks to help his clients connect with and establish meaningful contacts that may assist them in furthering their business or personal goals.
Fun Fact: Every January, Derek compiles a playlist of his favorite songs from the previous year and shares it with his friends and family.
Personal Information: Derek and his wife Melanie live in Washington, D.C. with their sons Dexter and Caleb and dog Bodie.