Derrek joined the MONECO Advisors team in the fall of 2021, to help head up the new branch office in New Canaan, Connecticut, bringing with him nearly 20 years of financial services experience. For nearly his entire life, he has enjoyed forging strong relationships with his family, peers and friends, so becoming a financial advisor gave him the perfect outlet to turn his passion into a career. Derrek has also always had interest in the financial markets and the economy as a whole and graduated from Bucknell University with a BA in Economics. In a previous role, he not only worked with clients building their financial plans, but he also took a leadership role in training other advisors in financial planning and best practices. Derrek lives by the philosophy of being an advocate for clients and enjoys building a close relationship with each family. When not in the office advocating for his clients and team members, Derrek is very involved within the New Canaan community where he resides. He is an active member at The Congregational Church of New Canaan, where he is a past Deacon, he volunteers time as a New Canaan rec league soccer coach and can be often seen bopping around Caffeine and Carburetors just down the street from the office. He and his wife, Polly, enjoy cheering on their two sons, Jack and Grant, who are fully engaged in youth travel soccer. When time permits, the whole family is passionate about skiing and retreating to Lake Sunapee, New Hampshire for some rest and relaxation.
Get to Know Derrek...
Favorite part about working at Moneco: The ability to serve clients within a true fiduciary environment and helping to develop the next generation of financial planners
Favorite thing to do outside of work: Skiing powder out west
What I enjoy most about what I do: Building close relationships with our clients, both personally and professionally
Biggest challenge: Staying abreast of all the complex financial planning topics that our clients face and finding solutions to assist them in solving them
Favorite:
Quotation: "You must be the change you wish to see in the world"- Mahatma Gandhi
Vacation: Zermatt
TV Show: Squawk Box
Music: 80s
Sports Team: Chelsea
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*CRPC conferred by College for Financial Planning