Derrick Anderson is a financial professional who has transitioned from the Banking industry to help individuals, families and businesses create a sound financial strategy for the things they care about the most.

Derrick knows that the real estate industry is grossly underserved in the area of professional planning, and is passionate about fostering relationships to help them build, grow, & transition wealth.

Derrick focuses on Financial Education, Insurance Strategies, Business Owners, Business Succession Strategies, Risk Management Strategies, Retirement Income Preparation, Estate Preservation.

Preparing for that next step in life isn’t always easy.  My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.  Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability.

Derrick comes from a diverse background comprised of the banking and real estate industry, accompanied by a fierce attention to detail along with a proven history of exemplary customer service & guidance every step of the way.

Contact me to discuss your financial future!