Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
10
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors of Business Administration, Thomas More College, Crestview Hills, KY

Community participation

If you or someone you know is interested in partnership or volunteer opportunities with Odyssey Financial Advisors, please call (859) 838-4400 and ask for Derik Vandegraft, or email derik.vandegraft@ampf.com.

  • Children's Home of Northern Kentucky
  • Freestore Food Bank of Cincinnati
  • Emergency Shelter of Northern Kentucky

Awards & recognition

  • Ameriprise Client Experience Award, 2020