Navigate Financial LLC

Our mission is to always maintain a high level of confidence with our clients as a basis of building trust and reinforcing value.  We believe that planning is much more than the accumulation of assets for a particular goal but more so a process of helping clients avoid avenues of failure on the road to goal achievement. 

Since becoming a Financial Advisor in 2007, Derek has helped his clients, their families, and friends achieve financial confidence by developing strategies focused on their specific financial goals and needs. 

Derek is passionate about continuous learning to advance his planning and investment management acumen. Derek currently holds the CFP® and RICP® designations.