Derek is driven by the reality that the average American family spends more time planning their summer vacation than they do on planning their financial future, often resulting in simple financial mistakes that have big consequences. His mission is to deliver a logical, practical framework for making important financial decisions that works for people with complex lives. Having been raised the son of two teachers, Derek values the importance of education, especially when it comes to financial intelligence. He enjoys helping clients develop road maps for their personal finances. His kind and confident Midwestern charm helps guide clients through a process of organizing financial resources,