Derek entered financial services during the Great Recession and watched as family’s that were on the brink of retirement, had to change their plans. He saw first hand the impact that financial planning could have on families at that point and how many investors were left out in the cold to figure things out for themselves.
Derek is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, the industry’s gold standard for experience, ethics, and personal financial planning. Through this education and his experience, Derek helps design strategies and plans to help our clients reach their goals and understand what their money is doing. Derek provides investment solutions for clients of Two Waters Wealth Management, LLC through Advisory Alpha, LLC, a Registered Investment Adviser.
In his spare time, Derek is an avid mountain biker and outdoorsman. He spends a lot of time with his wife, Leigh Ann, and their two awesome kids, Abigail and Jacob. They enjoy spending time as a family by getting outside, going for bike rides, and are proud to attend Grace Covenant Church in Cornelius, NC on Sunday’s.