Nickname – “DC”
Derek graduated at University of California, Berkeley of American Studies Major with a concentration on American Law. He played four years of professional baseball for the Philadelphia Phillies and became a second-generation Financial Services Professional.
Derek is a southern California native and currently reside in Corona Del Mar, CA. He grew up in a sports family. His brother has been a professional golfer since 2015, and his father played professional hockey internationally.
Derek’s grandfather also played professional Hockey for the Chicago Blackhawks and his mother was a professional ballerina in New York.
What do you like about working at Bridge?
We combine structure and creativity when customizing financial plans for clients. The atmosphere generated from creative brilliance and contagious personalities is what I love about working at Bridge.
What are the Bridge Advisory Core Values that drive you?
Honesty, loyalty and always putting the client first.
Your top three favorite Podcasts/Books?
– “Outliers” by Malcom Gladwell (Book)
– The Financial Advisor Success with Michael Kitces (Podcast)
– “MoneyBall” by Michael Lewis (Book)
What do you enjoy doing when you are not working?
Golfing, watching Baseball, working out and reading.