I love the servant’s heart approach that our team takes towards caring for and walking alongside each individual and family that we work with.
Ask Derek About: Adventures with his golden retriever, Teddy, or the latest sports news (especially during fantasy football season).email@example.com (717) 796-1700
Lead Financial Advisor
Derek is responsible for the design, creation, and implementation of LifePlans for Doug’s advisory team’s clients. Derek also assists with investment research and the management of LifeGuide’s investment strategy.
A bit about his background:
Derek is a CERTIFIED FINANCIAL PLANNER™. He graduated from Messiah College with a BS in Business Administration with a focus in Finance. During his time at Messiah, Derek was a captain of the Men’s Basketball team. Derek is also a member of the Central PA chapter of the Financial Planning Association.
What Derek says he loves most about his job:
“I love the servant’s heart approach that our team takes towards caring and walking alongside each client we work with. A lot of decisions clients are faced with are extremely important and potentially life-changing, so being able to bring clarity and freedom to those decisions is both humbling and inspiring.”
Outside of work:
Derek lives in Mechanicsburg, PA, with his wife, Jean. They enjoy outdoor activities such as kayaking and paddleboarding and spending time with friends.
His favorite organizations: