Let's move forward. Together.

• AK
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Derek began his career at Merrill Lynch in 1995 after graduating from Saint Michael's College in Vermont with a Bachelor's Degree in Business Administration. Following his tenure at Merrill Lynch, Derek and his team joined UBS Financial Services in April of 2015. With over 25 years of experience, Derek and his team work with clients to develop a customized financial plan that allows clients to pursue what's most important to them. Our ultimate responsibility is to help clients build a solid foundation on which to make financial decisions with confidence.

In life away from work, Derek resides in Lake Forest Park with his wife Tracy and two kids, Jack and Tara. In his free time Derek enjoys skiing and traveling with friends and family.

• Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

• Chartered Retirement Planning Counselor

• AZ
• CA
• CO
• CT
• ID
• MA
• ME
• MI
• NC
• NV
• NY
• OK
• OR
• SC
• TX
• WA

As a Financial Advisor with Evergreen Wealth Management Services @ UBS, my passion for assisting our clients in reaching and exceeding their financial goals stems from a desire to help them manage all aspects of their financial life. This allows clients to focus on what is most important to them; we simplify the complex planning process to suit their needs through all of life’s, and markets, ups and downs. Clients appreciate our open and honest communication style built on trust, understanding and discipline which enables us to modify plans accordingly to meet long term goals. We achieve this with our proactive approach to be your one-stop resource for all wealth management needs. If this sounds like the type of team you want working for you, we welcome the opportunity to start or continue the conversation and see if working together makes sense for your financial future.

Outside of the office, my wife Ava and I reside in Edmonds, WA with our son Ace and dog Jax. In my free time, I enjoying playing basketball, golf, and traveling.

• Accredited Wealth Management Advisor℠
• Chartered Retirement Planning Counselor
• Chartered Retirement Plans Specialist℠

• AK
• WA

Meghan is Senior Registered Client Service Associate. She joined UBS in 2009 and has over 17 years of experience in the finance and banking industries. Meghan enjoys the relationships she makes with clients and works hard to assist them in all their banking and financial needs.

Meghan was born and raised in Anchorage, Alaska. She holds a Bachelors of BA in Finance from the University of Alaska, Anchorage. Outside of work Meghan enjoys traveling and spending time with her husband and young Son.