Derek oversees a team of professionals dedicated to providing high net worth individuals, families and organizations, including closely-held and family-owned businesses, endowments and foundations, with a full range of wealth services as part of an overall personal wealth management strategy. He joined the organization in 2018 and has over 18 years of experience in the financial services industry.
Derek earned his BA in Business and Organizational Behavior from Stanford University. He is a CERTIFIED FINANCIAL PLANNER™ professional. Derek holds Series 7 and 63 securities licenses, as well as Life Insurance.
He currently serves as the Vice President for the Stanford Club of Minnesota.
Derek resides in Plymouth with his wife and their two sons. He enjoys cooking, cabin life and family.