"I love when clients take a picture of the whiteboard after a meeting and tell me with a big smile that financial planning finally makes sense to them."
Derek is driven by the reality that the average American family spends more time planning their summer vacation than they do on planning their financial future, often resulting in simple financial mistakes that have big consequences. His mission is to deliver a logical, practical framework for making important financial decisions that works for people with complex lives.
Having been raised the son of two teachers, Derek values the importance of education, especially when it comes to financial intelligence. His kind and confident Midwestern charm helps guide clients through a process of organizing financial resources, prioritizing financial values, and learning about economic trade-offs.
Derek, a Wisconsin native, graduated from the University of Wisconsin-Whitewater with a BBA in 1996 where he played inside linebacker for the Warhawks football team. His career covers the spectrum of investment management, financial planning, insurance, estate planning, and technology.
Derek lives in Wimberley with his wife Jennifer and two girls, Anna and Lily. He enjoys developing a homesteading lifestyle in the Hill Country with a focus on self-reliance and sustainability.