Hi, I’m Derek. I started in this industry in 2006 and like most of you I had a passion for helping people but wasn’t sure how to build my business. I quickly realized people wanted great advice but as advisors we weren’t being taught how to thrive in the 21st century.
I was hungry so I was willing to work long hours, knock on doors, and cold call. I also was duped into investing many thousands of dollars into marketing gurus and training programs that left something to be desired.
I got tired of working long hours and missing special moments with my family, so I combined my passion for helping others with my desire to learn and do things better so I could build a business that let me thrive as an advisor.
My humble journey started like most advisors, along the way I founded Intrepid Wealth Partners, became a lifetime MDRT member, and was named as the Leading New Advisor for the State of Vermont in 2007.
I’ve been on numerous podcasts like the Financial Advisor Success Podcast with Michael Kitces, was named to InBusiness Magazine’s 40 under 40 class of 2019, and was also featured for the “Know Your Madisonian” Wisconsin State Journal 2017 edition. I’ve also had the pleasure to present to thousands of advisors and personally help hundreds update and transform their business.
In my free time I love to travel all over the world, and actually achieved million miler status on Delta Air Lines 2020! I love spending time with my wife, son, and rescue dog who is from Beirut, Lebanon, tinkering with my 1965 Ford Mustang, driving super cars on a professional track, and surfing.