Derrick is a very passionate and enthusiastic planner dedicated to providing relevant advice built around you. From a young age, after speaking with his great grandfather who immigrated from Italy, Derrick decided that he wanted to devote himself to helping others achieve financial stability for their families. He continues to guide his clients by providing clarity around complex planning strategies including tax optimization, estate planning strategies, wealth accumulation and risk protection. Derrick also works closely with our clients who are business owners as he understands their unique needs, specializing in business succession planning and employer retirement plan administration.
Outside the office, Derrick enjoys golfing, playing hockey and cooking for his family and friends. He and his wife Sofia love traveling the world together experiencing various cultures and cuisines. It is not uncommon to find Derrick spending time with his family in the local community, especially with his godson Dominic who is 7 and nieces Scarlett and Everly who are 9 and 3. Being born in the city of Philadelphia, he is an avid Eagles fan and supports all Philadelphia teams on their quest to win a championship.