Committed to providing an environment where relationships with clients and their families are founded on trust, respect and patience, Derek strives for excellence when providing wealth planning services and advice. He combines diligence with the objective of customizing an investment strategy focused on progressive growth.
Derek attended Pennsylvania State University and in 1992 graduated with a bachelor’s degree in Economics. Derek also holds the Series 7, 63, 65 and Life/Health and Variable Annuity licenses. Derek serves on the Board of Directors for the Martin J. Smith Foundation.
He has two children and enjoys biking and taking part in triathlons.