Team Member Details

About Me

Derek joined the Plancorp team in 2018 when he and his wife moved to St. Louis from Denver to raise children closer to family. In December 2021, Derek became a Shareholder, marking his commitment to the future growth and success of Plancorp and the clients we serve.

As a Senior Wealth Manager, Derek helps clients with high income and complex needs navigate through all stages of life. He also specializes in comprehensive wealth management for corporate executive clients, becoming a major resource for our team on equity compensation and deferred compensation planning.

Derek is a lifelong learner with an appetite for books that far surpasses the time he sets aside to read them all. His wife will also tell you that he is (excessively) passionate about Nebraska football and sharing a nice glass of bourbon with friends.

Awards & Recognitions

  • 2023 Plancorp Core Value Award Winner - Embrace Collaboration

Education

  • University of Nebraska, Lincoln B.A. in Communication Studies
  • College for Financial Planning, M.S. in Personal Financial Planning

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