Since 1994, Derek has dedicated himself to providing families and businesses with viable solutions designed to help meet their financial needs. He takes the time to understand his client’s investment risk tolerance to create a balanced portfolio built to minimize potential downturns in their accounts. Whether seeking long term growth, retirement income or wealth and estate protection, Derek will advise on appropriate strategies and conduct regular reviews to monitor progress. He is certified in Long Term Care, recognizing its role in protecting the assets people have worked so hard to build. He also dedicates a portion of his practice to providing planning strategies specific to family members with special needs.

Professional
Derek began in the financial services industry with Guardian in 1994, where he learned the life insurance business. He stepped away from the industry in 1997 to work in a human resources role where he provided employees with ancillary benefits. He returned to the financial world in 2001 with a focus on individual investment and insurance planning. Most notably, he worked at Merrill Lynch in 2007 and then Met Life in 2012, growing and adding to his business with each change. As the career side of the industry continued to restructure, Derek had the desire to build a more diversified practice. He made the decision to become an independent advisor and joined ABMM in 2017.

Personal
Derek was originally born in New Jersey but moved to Florida when he was 12. He attended Florida State University and returned to New Jersey in 1989. He currently resides in Bergen County with his wife and three children. Derek enjoys family vacations on the Jersey Shore. He spends his free time coaching his kids in various sports and occasionally can be found playing basketball or exercising.