Series 7 & 63 Security Registrations*, Series 65 Advisory Registration†
Armed with a Finance and Economics degree from Trinity University in San Antonio and a hunger to learn more, Derek began his financial services career in Houston in 2015. His hard work and dedication were soon recognized and within a year Derek was asked to participate in various leadership programs. These programs helped him to sharpen his professional focus and long-term vision and set him on a path that has led him all the way to Wealth Enhancement Group.
As an Associate Financial Advisor, Derek is an invaluable link between the client and advisors. It is very much a “hands-on” role and fits perfectly with his energetic and service-oriented approach to the role. From an early age, Derek understood the value of mentors and role models and he had both in his grandfather, John Platt, a man who stressed the importance of having a plan, understanding your trigger points and knowing when to persevere and when to make a change. Outside of work, Derek enjoys reading, running, tennis, pick-up basketball, squash, and flag football. In fact, he actually played football in high school with Andrew Luck!
Derek serves clients at our West Houston, TX office.
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* Securities registrations are held with LPL Financial, Member FINRA/SIPC.
† Series 65 advisory registrations are held with Wealth Enhancement Advisory Services.