Derrick is a Certified Financial Planner who works closely with clients to assist with their comprehensive financial planning, investment strategy, executive benefit planning, retirement planning, insurance planning, tax planning/preparation, and estate planning. Derrick serves on the RFA tax preparation team, the RFA Engagement Planning Group, and assists with the management of the RFA Financial Planning Internship Program.
Derrick has volunteered to help Edinboro students with resume reviews and to offer general advice. Don’t hesitate to reach out via email or LinkedIn. Not sure how to reach out to a potential alumni mentor? Check out this article full of tips and advice on how to compose a great introduction email to an alumni mentor.