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

  • Tillie Burgin Servant Leader Award Supporter
    Grace Preparatory Academy
    Present awards to outstanding student leaders, lead the Business Club to prepare student leaders for future business and life success
  • Outstanding Student Award Supporter
    Martin and Sam Houston high schools
    Recognize student leaders monthly
  • Good Sportsmanship Award Supporter
    Arlington Southwest Little League
    Recognize coaches and players for good sportsmanship, coach sons and serve as pitcher for coach-pitch division
  • Teacher of the Month Award Supporter
    Arlington ISD
    Present awards to eight district schools for teachers who exhibit outstanding dedication to education

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

  • Ameriprise Chairman's Advisory Council, 2010-2014
  • Ameriprise Circle of Success, 2000-2014
  • Ameriprise Hall of Fame, 2013
  • FIVE STAR Wealth Manager1, 2009, 2010, 2011, 2014

Qualifications

  • ChFC®  Chartered Financial Consultant
  • CASL®  Chartered Advisor for Senior Living
  • CLTC  Certified Long Term Care
View Definitions

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.