5 /5 Kim Main: Working with Derek and his team has been one of the best financial decisions we’ve ever made. From day one, Derek has been incredibly communicative, friendly, and professional. He explains things clearly, listens to our goals, and builds smart strategies tailored to our needs.
Thanks to Derek’s guidance, we’ve seen real growth in our finances — and the results have truly been life-changing. We were able to retire earlier than we ever expected.
His entire staff is also top-notch — responsive, kind, and always willing to help. It feels like working with a team that genuinely cares about your success.
Highly recommend Derek if you want someone knowledgeable, approachable, and effective on your financial team!