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).firstname.lastname@example.org (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:
You have important questions, and we want to get you answers. We offer everyone a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of the questions you have. In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire.
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The topic of long-term healthcare can be complex, time consuming, and, quite frankly, not a lot of fun. We’re here to help.
We are Dave Ramsey ELPs for long-term care, as well as SmartVestor Pros. We offer all of Dave’s fans a complimentary, no-strings-attached LTC Exploration Meeting where we will take the time to know you, answer your questions about LTC, and provide quotes and recommendations tailored specifically for you.
To prepare quotes for you, we ask that you complete a short three-minute online LTC Questionnaire.
One we receive your questionnaire, we will shop your case to multiple insurance companies, prepare quotes, and reach out to schedule your LTC Exploration Meeting. Type in your name, email, and preferred phone number below to get started!
You’ve come to the right place! Our Managing Partner, Doug Denlinger, is a SmartVestor Pro as well as a Dave Ramsey Endorsed Local Provider (ELP) for long-term care insurance.
Like Dave, we believe that financial peace is a critical component to leading your most impactful, fulfilled life—the life you are called to live. And we want to help you get there. Which is why we offer all Dave Ramsey fans a complimentary, no-strings-attached Exploration Meeting where we answer your questions and get to know each other.
In preparation for our conversation, we ask everyone to first complete a short five-minute, online Intro Questionnaire. Once we receive your submission, we’ll reach out to schedule your complimentary Exploration Meeting. Type in your name, email, and preferred phone number below to get started!