Meet our Founder
Derek N.H. Notman, CFP®
I was born in Ireland to a South African mother and German American father. I have a passion for world travel and adventure. I grew up in the Midwest in a divorced family and started my journey with money and business when I was just 12 years old.
A few bits about me:
● Triple Citizen
● Delta Diamond Medallion Member (Almost a Million Miler)
● Husband and Father
● Car Enthusiast
● Aspiring Surfer
● Jumped out of a plane, willingly!
● Money nerd
I love helping my clients use their money to enjoy life today while still planning for tomorrow. I help them realize their hopes, dreams, and goals and achieve financial freedom through the leverage of a robust virtual financial planning process.
As a Virtual Certified Financial Planner® Professional I serve clients from coast to coast through my virtual model and specialize helping frequent flyer CEO's, Founders, Business Owners and C-Suite Executives manage their money so they can do what they do best. I am open to working with people who share similar passions and philosophies on life, not to mention people who love dogs!