Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
One of the things that sets us apart from the rest, is our dedication to you. That may sound simple, but we strive to transform the success you’ve had into attaining your dreams and goals. By following a fiduciary standard of care, our focus is on you and your plan, not products.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
As a Certified Family Business Specialist, we have extensive training and education in the intricacies of a closely-held business and strategies for succession planning.
As a North Dakota native and lifelong resident, Derek has a day-to-day understanding of the region’s booming energy, agriculture and technology industries. He also greatly believes in partnering with other trusted advisors and professionals to greater serve his clients. This has led to an expanding national footprint of clientele. His involvement in the Big Brother Big Sister Program, Fargo Moorhead West Fargo Chamber, Downtown Referral Club and Williston Chamber of Commerce, help him stay close to the communities he serves....
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.