Derrick is a CERTIFIED FINANCIAL PLANNER™ professional who has been with the firm since 2002 and oversees our Financial Planning Department. His clients are retirees, business owners, and young professionals who are building their financial portfolios and wish to secure their cash flow, minimize taxes, develop a financial plan/retirement model and have their investments professionally managed.

Derrick’s expertise lies in the areas of designing complex financial plans and retirement models.  These scenarios include tax projections, portfolio performance, cash flow analysis, long-term care needs analysis, and determining sustainable withdrawal rates for client portfolios.  He also works with our business clients in the design of their 401(k) plans and monitors the allocation of the investments.

Derrick is an active member of the Central Florida chapter of Financial Planning Association where he has participated on the “Financial Planning Hotline” for several years.  His planning advice has been featured often in the Orlando Sentinel’s “Ask an Expert” column.

Derrick earned a Bachelor of Science degree in Finance from the University of Central Florida, where he also completed their rigorous Financial Planning Certificate Program.