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About Derek

In 8 years of service as an Aviator to the United States Army, I held multiple platoon leader positions and Battalion S1 in the 1st Combat Aviation Brigade at Fort Riley, KS which included a deployment to Tarin Kowt and Kandahar, Afghanistan. After the career course, I moved to the 1st Air Cavalry Brigade at Fort Hood where, following a stint in the Brigade S3, I took command of an attack recon troop consisting of AH-64 helicopters and Shadow UAVs.

18 months of command included fielding new versions of the Apache helicopter and Shadow UAV and leading the troop through a National Training Center rotation. My wife (also an Army officer) and I transitioned out of the Army in 2017 to start new careers.

As I began planning my own transition after 8 years as an Army aviator, I didn’t intend to enter the financial industry even though I had personal experience and interest. But as I reflected on my own financial successes and mistakes, I realized that there aren’t many financial advisors who work primarily with veterans to put together comprehensive and holistic plans and build long-term wealth. Rather, companies large and small have advisors whose job is to sell their own products, often with commissions and sales targets. For them, a veteran can become merely a number.

Ultimately, I noticed that the financial services industry is often focused on helping people manage their money just before and during retirement.  But few companies focus on helping people BUILD wealth.  

The purpose of my business is to change that. No longer will you have access to financial advice only after you happen to have some money later on in life.  Instead, I will help you build wealth over a long-term relationship, first establishing a proper financial foundation and then investing for your goals.

Our Partners

Our Partners

Parsonex Advisory Services
Parsonex Advisory Services is an independent Registered Investment Advisor (RIA) headquartered in Englewood, CO. Our firm, is committed to providing simple solutions that can deliver powerful results. While most companies focus on products, we work with you to develop a solution that meets your needs and accomplishes your goals. We believe that client behavior is the most important determinant of success.

Charles Schwab
We partner with Charles Schwab as custodian for directly managed client accounts. The Charles Schwab Corporation provides a full range of brokerage, banking, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.