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
Partner | 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™ and Certified Kingdom Advisor® (CKA®). 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.
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 all LifeGuide Signature prospective clients a complimentary, no-strings-attached Exploration Meeting where we get to know each other, understand what you’re looking for, and answer all of your questions. In preparation for our conversation, we ask you 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!
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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!
Our LifeGuide Essentials program is fully booked for 2022. If you’re interested in being placed on our waitlist for 2023, please submit your name and email below, and complete your Essentials Waitlist Questionnaire.