Derek is a Financial Advisor, and a Certified Private Wealth Advisor® designee with The Shick Pease Group. He specializes in fund manager research, estate planning, and investment tax strategies.
After graduating from Trinity Western University with a degree in Business Administration, Derek started working at M Financial Group in Portland Oregon. Before moving to Baird, he also worked at The Standard Insurance where his primary focus was in data analysis.
Derek and his wife Ariel live in South West Portland. Since graduating from University of Portland, Ariel has worked at Portland Public Schools, and she is currently a 1st grade at Forest Park Elementary. Together they enjoy working on their 1936 home, growing flowers and vegetables at their Fulton Community Garden plot, watching HGTV, and filling out their McMenamins Passports. Derek has also been improving his woodworking craft, and is a proud member of Oregon Woodworkers Guild.
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