He brings with him a wealth of knowledge and more than 15 years of experience in the financial services industry. Currently holding the position of marketing director, Derek plans and coordinates client events, workshops, seminars, advertising, and keeps the lines of communication open with clients and interested parties.
Derek holds a B.A. from CSULA and professional licenses including the FINRA Series, 6, 7, 63, and 65, and California state insurance licenses and is studying to become a CERTIFIED FINANCIAL PLANNER™ professional.
When not in the office, Derek enjoys traveling to new and exotic places, snowboarding, reading, and spending as much time as possible with friends and family.