For more than two decades, Derek has helped individuals and families navigate some of life’s most important financial decisions. Since entering the financial services industry in 2004, he has focused on helping clients build, manage, and preserve wealth through disciplined investment strategies and thoughtful long-term planning. Derek is a Founding Partner, and Financial Advisor at Legacy Wealth Group, a firm built on long-term relationships and trusted financial guidance.

Since beginning his career in 2004, Derek has dedicated his work to guiding clients through some of life’s most important financial decisions. He is passionate about helping families not only achieve financial independence, but also create and pass on a lasting legacy. His approach centers on developing personalized strategies aligned with each client’s goals, values, and long-term vision.

Derek studied business at Weber State University and holds his Series 7, Series 63, and Series 65 licenses, along with Life and Health licenses. He also earned the Accredited Asset Management Specialist® (AAMS®) designation through the College for Financial Planning. Throughout his career, Derek has also been involved in mentoring and supporting other advisors, contributing to the growth and development of professionals within the industry.

Originally from Centerville, Utah, Derek credits his parents and grandparents for instilling the values that continue to guide his life and work today—integrity, hard work, accountability, and service to others. He later served a two-year mission for his church in Santiago, Chile, where he developed a lasting appreciation for working with people from diverse backgrounds. Derek and his wife, Dawn, live in Waddell, Arizona, where they enjoy spending time with their children and family, traveling, and being outdoors.