Derek likes to look at his client's overall situation and dig into what they are genuinely trying to accomplish with the funds we are looking at investing. "That information will allow me to assemble solutions that will fit their risk tolerance and needs."

He holds a bachelor's degree in business management and a marketing minor from Oklahoma State University.

When he's not at the office, he enjoys spending time with his family, watching his son play baseball, his daughter participating in gymnastics, and golfing whenever he gets a chance.

He feels it's important for his clients to know he doesn't focus on how much money they have but instead focuses on each client and their situation to give them the best service.