Schedule a Meeting

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

If you would like to schedule a free consultation where we are able to develop, change, and improve your financial situation, please choose and date and time below. 

If you're an existing client, Derek and/or Lisa will discuss current life changes, current needs, and goals as well as, review your assets, portfolio performance, and current market conditions, please choose and date and time below.

You can choose either to have a Zoom Video Call, or meet us at our office located at 2328 Manatee Avenue West in Bradenton’s River District.

Check below for available times.