My Approach

Are you looking for ways to reach your financial goals in today’s volatile market? Whether you’re saving for retirement, college for your kids or other needs, you may be unsure about what to do next or whether you can do anything at all. That’s where I can help. I'll take the time to listen to you and understand your goals and dreams. I'll help you build a plan to get back on track toward reaching them. Working together, we will work to find investing opportunities in today’s uncertain market that are aligned with your financial goals. Together, we can bring your dreams more within reach.

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Interests

Love spending time with Kara, my wife of 20 years, & our children - Lauren, Hannah, Conner & Dillon.

I enjoy coaching my son’s teams, exercising & volunteering my time to help young people.

I enjoy building relationships with my clients & seeing them achieve their goals.

As an advisor, I enjoy long-term care & senior living planning. My favorite tip for clients is to practice living on a sample retirement budget before retirement. They say this is one of the most helpful things we do together.

I’m regularly interviewed in local media and on CNBC, FOX Business, FOX, Money, CNN, Bloomberg as well as being quoted in the Wall Street Journal.

Community Participation

Proudly support education & encourage future leaders

Grace Prep Academy

- Present Tillie Burgin Servant Award to outstanding student leaders

- Lead the Business Club to help prepare students for future business & life success

Martin & Sam Houston High Schools

- Recognize student leaders with "Outstanding Student" Awards

Arlington Southwest Little League

- Recognize coaches & players for good sportsmanship

- Coach son’s baseball teams

Lake Arlington Baptist Church

- Finance committee

Rotary Club of Arlington

- Board member & Past President, Rotarian of the Year 2001-02

- Outstanding District Club 2013-14

Areas of Focus

  • Retirement Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Women's Financial Strategies
  • Saving for Education
  • Small Business
  • Employee Stock Options

Experience

19
99 View scores
 
 
 

Awards & Recognition

  • FIVE STAR Wealth Manager1
  • Ameriprise Chairman's Award

Qualifications

  • Member, Financial Planning Association
  • Senior Financial Advisor
  • Business Financial Advisor
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Education

  • University of Texas at Arlington - BA Organizational Communication 1993

My Videos

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My PhotosShow Thumbnails

Derrick with clients Wayne and Peggy Hassler.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.