Derek co-founded Two Waters Wealth Management after spending more than a decade consulting and coaching financial advisors. It seemed a huge gap existed as many advisors prescribed one-size fits all solutions for their clients and families rather than taking the time to build a personalized approach to financial planning and investing.
Entering the financial world in 2008, Derek quickly saw the impact a market crash and correction could have on families abilities to retire and the opportunity that it also represented to share concepts and strategies to protect and help to insulate those plans. Derek works with clients to make sure they understand why and how their money, investments, and financial plan are working for them to benefit their families.
Derek graduated from University of North Carolina at Charlotte with a Bachelors degree in Business and a concentration in Risk Management and Insurance. When he’s not studying the markets or working with clients, he loves to spend time at home with his wife and two kids playing sports, riding bikes, or just playing outside in the back yard. He’s an avid mountain biker, loves having an active lifestyle, and is an assistant coach for his sons tee ball team.
Connect with Derek on LinkedIn or Facebook to learn more about him and his family.