Servicing Financial Advisor
derrick@elevationcapitalstrategies.com

Derrick is a Servicing Advisor at Elevation Capital Advisory and has been a part of the team since Spring 2018. Derrick holds current CLU® and ChFC® designations from The American College, his Oregon life/health insurance license, his Series 65 securities registration, and is working toward his CFP®. Before joining Elevation Capital, he spent 10 years with a life insurance company focused on ultra-high net worth estate planning, where he learned the value of understanding the specifics of financial instruments and the role they play in an overall financial plan.

His focus is on helping clients build and maintain wealth by developing and implementing thorough income and investment plans for those who are at or near retirement. As a lover of math and puzzles, Derrick appreciates the challenge of putting each of his clients’ specific needs together in a comprehensive way to help them accomplish their short and long-term goals in life.

Outside the office, Derrick enjoys spending time with his wife and three sons. When the weather is nice you can usually find Derrick and his family enjoying the outdoors by going on hikes, floating the river, and playing sports in their backyard. On a colder day they like to play in the snow or stay home and watch a good movie together.