As the founder of APEX Wealth Management, Derek firmly believes in the power of planning and always putting the client’s interests first. He has tremendous passion and finds great satisfaction in helping individuals work toward realizing their financial goals and achieving lifelong financial security. Derek has over 23 years experience in the Industry. Prior to founding APEX Wealth Management, Derek was Co-Founder, Wealth Manager, and CCO of Peak Wealth Management which he helped start and run from 2015 to 2022. Prior to owning and operating his own Registered Investment Advisory firms, Derek was Vice President with Fidelity Investments, Private Client Group, where he was in charge of financial planning and portfolio management for 450 high net worth families and businesses representing more than $550 Million in assets.
Prior to that, Derek was a Senior Investment Consultant with Fidelity’s Portfolio Advisory Services, a position in which he educated and assisted clients and advisors in New England on investment and asset allocation selection, tax management, trust and estate planning, and plan implementation.
Derek worked for MetLife Resources as a financial advisor and retirement specialist for non for profits primarily in the education and health care sector. Back in 2000, Derek was a mutual fund wholesaler with Fidelity Investments supporting the large broker dealer firms and worked closely with their top advisors across New England on portfolio construction and mutual fund solutions for their client portfolio’s.
Derek graduated from the University of Vermont with a B.A. degree in Psychology and Business. He resides in Bedford NH with his wife, Heather, and has three boys keeping him busy at home. In addition to helping his clients, Derek enjoys being outdoors, skiing, golfing, hiking, fishing, coaching, and cooking his families favorite Italian dishes.
Heather graduated from Skidmore College and worked in a PR firm in San Diego, CA before joining Fidelity’s marketing team in Boston as an Account Manager. After moving to Portsmouth NH, she took her marketing skills to a travel company called Hideaways International and did account management, as well as travel writing. While at the company, Heather became certified as a Bikram Yoga Instructor and three years later opened her own yoga studio in Concord, NH – Bikram Yoga Concord. She ran the studio for seven years before selling it, so she could spend more time at home with her kids. In addition to working as the Office Manager for APEX Wealth Management, Heather continues to follow her passion for teaching other disciplines of yoga while serving as a Guardian ad Litem for CASA in NH.