Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Employee Stock Options
  • Wealth Preservation Strategies
  • Intergenerational Planning
  • Estate Planning Strategies


  • CPWA® Certified Private Wealth Advisor®
  • CRPS™ Chartered Retirement Plans Specialist™


  • BA of English from The University of California, Los Angeles

Awards & recognition

  • Ameriprise Circle of Success, 2020-2021
  • Forbes Best-in-State Wealth Advisors, 2021-2022
  • Ameriprise Client Experience Award, 2020-2021

Previous experience

  • Financial Advisor at A. G. Edwards & Son, Inc., 1998-2006
  • Financial Advisor at Morgan Stanley, Smith, Barney, 2006-2010
  • Financial Advisor at Merrill Lynch, Pierce, Fenner & Simth, 2010-2018

Community participation

I volunteer regularly with The Goodie Two Shoes foundation: they provide shoes to the underprivileged in the Las Vegas valley. I became involved with this organization because I believe all children should have the ability to focus on school and life--and this allows one less thing for them to worry about. Seeing their emotional response with something as simple as receiving a pair of shoes, keeps me passionately involved and always coming back.


Derek has been married since 1998 and is the father of three beautiful boys. Derek's favorite hobbies include golf, cooking, travel and a good appreciation and understanding for various varietals of wine. Derek has also served on the board of the local UCLA Alumni Association and the Jewish Federation of Las Vegas.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.