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 16 years, and our kids - Lauren, Hannah, Conner & Dillon.

For fun, I coach my kid’s teams and exercise.

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

My favorite parts of retirement planning are long-term care planning and being an advisor for senior living. My favorite tip for clients is that they practice living on a sample retirement budget before they retire. They say this is one of the most helpful things we do together.

I’m regularly in local media and have been interviewed by the Wall Street Journal, CNBC, Money, CNN and Bloomberg, among others.

Community Participation

Proud supporter of education and encouraging future leaders

Grace Prep Academy

- Present the Tillie Burgin Servant Leader Award each month to outstanding student leaders

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

Martin High School and Sam Houston High School

- Recognize student leaders with "Outstanding Student" Awards

Arlington Southwest Little League

- Recognize coaches and players for good sportsmanship

- Coach sons and serve as pitcher for coach-pitch division

Lake Arlington Baptist Church

- Teach the college group

Rotary Club of Arlington

- Board member and President Elect, Rotarian of the Year 2001-2002

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

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 Photos Show 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.