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About Us

In 8 years of service as an Aviator to the United States Army, Derek 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, Derek moved to the 1st Air Cavalry Brigade at Fort Hood where, following a stint in the Brigade S3, he 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. Derek and his wife, Courtney (also an Army officer), transitioned out of the Army in 2017 to start new careers.

As Derek began planning his own transition after 8 years as an Army aviator, he didn’t intend to enter the financial industry even though he had personal experience and interest. But as he reflected on his own financial successes and mistakes, he realized that there aren’t many financial advisors who work primarily with veterans to put together comprehensive and holistic plans. 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.

On the other hand, Derek believes that having a genuine relationship with his clients forms the basis of a successful plan. Combining our relationship with Derek's guidance and moral and legal commitment to your best interests will create trust and clarity on your path to achieving your goals. As a result, you will be able to spend less time and stress figuring out your finances and instead focus on the two most important things in life: your career and your family.

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.