A native Californian, Derek grew up in the beach town of Santa Cruz. He was recruited by the University of California San Diego as a sought after high school student athlete and graduated from UCSD with a degree in Economics with Provost Honors.
Since beginning his career in financial management, Derek has been recognized at multiple levels for his leadership and achievements in the industry. He started at MassMutual Financial Group and quickly moved into a leadership role as the Financial Planning Specialist for the local San Diego agency, where he conducted training classes and mentored new producers.
From there, Derek drew on his financial planning and wealth management background, along with his training and mentoring experience, to transition into the role of Divisional Vice President at AXA Advisors. He grew his team from 3 to 20 financial representatives in under three years, which contributed to his rapid rise in management.
In 2016, Derek was recruited to become a Principal Director and General Agent for The Guardian Life Insurance Company of America, one of the largest mutual insurance firms in the country. In that role, he was responsible for opening and overseeing the strategic direction of the La Jolla, California office, including talent acquisition and advanced planning strategies.
Derek then set out to open his own firm, choosing to work with the companies of OneAmerica® for their long history of flexibility and stability. He holds FINRA Series 7, 66, and 24 registrations, along with a Life and Health Insurance license (California Insurance License #: 0E94275.)
Derek's vision for One Pacific was to build a different kind of firm, one where advisors and teams have the opportunity to grow, put their clients first, and maintain a rewarding work-life balance. He places a strong emphasis on flexibility and transparency about what advisors and teams can expect when they join One Pacific, along with access to industry leading technology designed to help them work more efficiently. Whether joining as an individual advisor or bringing an existing team, Derek is focused on creating growth opportunities and long term support for everyone who joins the firm.
Outside of the firm, Derek resides in North County San Diego with his wife, Corynn, and their daughters, Summer, Lyla, and Bria.