Derek is part of a team of professionals, at Wells Fargo Advisors, that is devoted to providing a holistic approach towards wealth management for the individual, families, and businesses they serve. A goal based planning approach is followed in every relationship that entails building, preserving, and transitioning wealth with the highest level of professional care. Immediate members of the team also include Josh Paddock, Jason Buckley, and Clarke Smith. Areas of focus: - Personalized investment planning - Wealth preservation strategies - Tax efficient strategies - Risk management & insurance planning - Estate planning strategies - Retirement planning - Investment portfolio analysis - Business services For complete information on the team and their process, go to: Outside of the office Derek enjoys golfing, playing tennis, spending time with his wife and kids and giving back to his community. Wells Fargo Advisors and its affiliates do not provide legal or tax advice. This information is intended for use only the residents of: AL, CA, CO, FL, GA, IA, IL, IN, KY, MD, MN, MO, NC, NJ, OH, PA, SC, SD, TN, TX. Please contact me by e-mail: or by phone #864-962-5097. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on