Derek provides comprehensive wealth management strategies to help people optimize their financial lives. As a financial adviser, he works closely with clients to make smart decisions that can help them reach their financial goals. His services include retirement and tax planning as well as investment portfolio advice.
Derek has earned the designation of CERTIFIED FINANCIAL PLANNER™. He received a BA in Business Management from Hope College.
What influenced your decision to join Advance Capital?
I was introduced to Advance Capital through a friend and colleague. I couldn’t believe how different the culture was and I knew immediately I wanted to be a part of such a great company. The client-centric business model Advance Capital has created allows me to focus on my fiduciary responsibility of putting my client’s interests first rather than having the pressure to sell product.
What do you find most rewarding about your work?
The most rewarding thing about my job is that I get to wake up every day and help people reach their financial goals and live the way they want to in retirement. Building a relationship with people and seeing them succeed is by far the best thing about what I do as a financial adviser.
What does it take to be successful in your role?
To be successful in this industry, it’s paramount to put the client first. Being honest, knowledgeable and trustworthy when giving financial advice is essential to building a relationship with someone. I believe this foundation is why Advance Capital has been so successful, as we’ve been able to keep our clients happy and turn them into our biggest advocates.
What’s your favorite piece of advice?
At a basketball camp growing up, I heard a coach say, “Every time you skip a rep behind your coach’s back, you are not tricking him, you are cheating your teammates and yourself.” Goals cannot be reached by taking the easy way out or shortcuts along the way. This quote speaks directly to that. When I apply the quote to my job, I think of how hard it can be to stay on track in retirement planning. There are always road blocks along the way, but discipline, accountability and the repetition of good habits will help you reach your retirement goals.
Derek is a strong competitor, both for his clients and on the hardwood. He helped his high school basketball team win a state championship, going 27-0, and he holds the record at Hope College for most three-point field goals made in a season.