Derek Platt believes that great financial planning starts with truly understanding people. He takes the time to listen, build meaningful relationships, and tailor strategies to each client’s unique goals. With degrees in Finance and Economics from Trinity University and over a decade of experience, Derek’s approach is dynamic and comprehensive, addressing every core aspect of financial planning—whether it’s building wealth, preparing for retirement, optimizing investment strategies, managing risk, crafting tax-efficient plans, or designing thoughtful estate solutions.

At the heart of Derek’s philosophy is a commitment to making clients feel understood, providing a clear path forward, and delivering measurable progress. His focus is on creating real, tangible results while ensuring clients feel confident and in control of their financial future.

Outside of work, Derek is a proud father to his daughter, Adeline Isabella, who inspires him to live a balanced and fulfilling life. He is passionate about health and wellness and encourages others to embrace a holistic approach to personal and financial wellbeing.