About
Derek
Derek brings to Focus experience and industry knowledge that enable him to customize client portfolios, provide clients with financial guidance, and develop individualized plans tailored to help clients work toward their financial goals.
For nearly 10 years, Derek has worked with a wide variety of high-net-worth clients and their families from the accumulation stage through retirement years. Prior to joining the team, Derek held a financial services role for Merrill Lynch.
Outside of the office, Derek enjoys spending time with family and friends, exercising, landscaping, watching professional sports, skiing, snowmobiling, dirt biking, riding ATVs, jet skiing, boating, fishing, camping, and anything outdoors.
Education and Professional Milestones
- University of New Hampshire – bachelor’s degree in business administration with a focus in finance
Derek brings to Focus experience and industry knowledge that enable him to customize client portfolios, provide clients with financial guidance, and develop individualized plans tailored to help clients work toward their financial goals.
For nearly 10 years, Derek has worked with a wide variety of high-net-worth clients and their families from the accumulation stage through retirement years. Prior to joining the team, Derek held a financial services role for Merrill Lynch.
Outside of the office, Derek enjoys spending time with family and friends, exercising, landscaping, watching professional sports, skiing, snowmobiling, dirt biking, riding ATVs, jet skiing, boating, fishing, camping, and anything outdoors.
Education and Professional Milestones
- University of New Hampshire – bachelor’s degree in business administration with a focus in finance