Derek joined WBR Investment Services in 2018 for his return to the financial and investment services industry. After coming on board, he regained his Advisory license and is available for clients along the Gulf Coast and elsewhere. He is always looking to expand WBR Investment Services on the beautiful Mississippi Gulf Coast.
He was born in Meridian, MS, where his grandparents on both sides owned thriving businesses; however, he moved to Gulfport early in his life. There, he started school, and enjoyed his formidable years. During his high school years, his family moved back to Meridian, where he and Brad first met. In both cities, he forged lifelong friendships that would prove to be essential later in life. Despite suffering a life-altering injury at the end of high school, Derek continued his education, earning a bachelor’s degree in Managerial Finance and an MBA from the University of Mississippi.
As noted above, this marks Derek’s return to the financial services industry. He and Brad originally worked together as Financial Advisors at Smith Barney in Meridian, MS beginning in 2004. Upon closure of their branch office, Derek moved to UBS before co-founding another independent investment office. After receiving a buyout from his partner in 2011, Derek pursued other areas of business, but always within the financial side of companies.
In addition to working with clients, he also maintains our website and social media accounts. Fortunately, technology helps him juggle the different tasks.
When away from work, Derek enjoys spending time with his wife, Kim, exploring the many local eating & drinking establishments and activities along the Coast. He loves good seafood, and they are always searching for a good burger joint. Some of his favorite times are those spent with friends simply celebrating life!
The next time you speak to him, ask him about his involvement with the Krewe of Les Cavaliers. He was a Duke in the Royal Court for their Mardi Gras Ball. Several people noticed that he kept a smile on his face the entire night. Many have said it was the greatest Court ever.