Hello, my friends call me Derek or DJ. Thank you for taking the time to visit my website to learn more about our team and what we do. I am a CERTIFIED FINANCIAL PLANNER® and the Founder of Intrepid Wealth Partners.
I am married to my lovely wife Amanda. We have a 7 year old son (going on 16!) Neary, and a rescue dog, Barley, who is an English Setter that we rescued from Lebanon! We love to travel, meet new people, and try new and different types of food.
Here are some interesting facts about me, at least I think they are interesting ;)
- PADI Dive Master: I prefer diving in warm water, but my basic certification was in Lake Superior, brrrrr!
- Delta Airlines Diamond Medallion Member: In other words, I fly a lot!
- Had the privilege of surfing in the Pacific, Atlantic, and Indian oceans, the Caribbean and the Celtic Sea
- Owner of 1 square foot of Laphroaig® Scotch Whisky Distillery
- Jumped out of a plane, also known as skydiving!
- Flown on the worlds 3rd longest flight multiple times, which also happens to be the worlds longest flight on a two engine plane!
I am an American and Irish dual national, having been born in Dublin, Ireland. My son also enjoys the benefits of dual citizenship, however my wife was born and raised in Minnesota. Our travels throughout the world have taught us that most people are genuinely good and want what is best for themselves, their families, and others. We have had the privilege of meeting some great people along the way, who have helped expand our horizons, both professionally and personally.
Here we are on a recent trip to Japan!
As a Virtual Certified Financial Planner® Professional, my soul purpose is to help Entrepreneurs, Founders, Business Owners, Startup Companies, and their Families realize their hopes, dreams & goals through the powerful leverage of our financial planning process.
Please think of me and my team as a resource. Please contact me with any questions you may have. I look forward to hearing from you!
Karen has over 10 years of progressively diversifying professional experience. For the past 3 years she has been a virtual assistant managing a wide variety of clients from various industries and backgrounds. After graduating from West Virginia University with a Bachelors degree in Public Relations, Karen worked as an Executive Administrative Assistant before taking time off to raise her children.
Karen’s passion for helping people become the best version of themselves really helps her to shine as an Executive Administrator. Her organizational skills, attention to detail, work ethic combined with her strong journalism background and creative eye, make her able to handle any task or new challenge that comes her way.
In her spare time, Karen loves spending time with her family. Whether it’s running her kids to their sporting events or swimming in her pool and BBQing, family is what life is all about! Karen is dedicated to helping families succeed and watching their dreams come true.
As our lead receptionist, Lacie is responsible for handling all incoming calls, responding to inquiries, scheduling meetings, and working with our team to make sure our clients get the best possible service. She has been supporting businesses for over 10 years, specializing in client on-boarding, statistical reporting, data management and schedule coordination/management all with a focus on providing exceptional customer service. If Lacie doesn't have an answer for you she will find someone who does! When Lacie's not in the office using her magic Receptionist wand, she can be found spending time with her husband, son, dogs and cat. She enjoys disc golf; partially for the sport and partially for the adventure in finding lost discs, but mostly for the time spent outdoors!
Our Dedicated Planning Resources
Howard is our lead financial planning case development consultant and is responsible for working with our team and clients to help build highly customized financial plans for our clients. Previously Howard worked as Director of the Case Consulting unit in MetLife’s financial planning division. In this capacity, he led a team of consultants in developing customized, client-centric solutions. Howard has created over 1,000 financial plans in his career. Howard earned a BA in English from Ithaca College and has been a CFP®charterholder since 1996, and is an active member of the Financial Planning Organization (FPO).
Michael is a Portfolio Specialist responsible for analyzing financial statements and offering guidance in positioning asset managers in client portfolios. Michael has worked as a Financial Advisor and Sales Supervisor in Wealth Management for over 16 years. He has held positions at Merrill Lynch, Fidelity Investments, and TIAA. He graduated from the University of South Carolina where he earned a BA in Economics, is a Certified Financial Planner™certificant, and has the FINRA Series 7, 63, and 65 licenses.
Alexis is our financial planning Paraplanner and is responsible for supporting our Financial Planning team throughout the financial planning process, including assisting in data reviews, modeling scenarios, and generating reports. Alexis earned a BA in Business Studies with a concentration in Financial Planning from Stockton University. She is actively pursuing her CFP®designation.
As our Internal Consultant, Jeff works with our office and the Portfolio Specialist, Michael Roach, to address new and existing client needs. Jeff’s areas of expertise include the active management space with an emphasis in international markets, REITs, and alternative investments. Jeff supports us with client statement analysis, positioning of asset managers, portfolio construction and Envestnet help, such as goal modifications, proposal building, and research assistance. Jeff has worked as a Regional Advisor Consultant at Oppenheimer Funds and also worked at Citigroup in a sales support role. Jeff earned a BA in Communications from SUNY Albany, is FINRA Series 7 and 63 licensed, and is fluent in Spanish.