Investments, Insurance & Planning
About Us
Established in March 2010, Three Leaf Financial is a financial planning firm provides full-service financial planning to its clients. The firm works one-on-one with clients to create, implement, and manage tailored financial plans that are unique to each client's goals. Three Leaf Financial is built on a life-long relationship model and the ability to make complex ideas easy to understand. As a Fiduciary, the firm always serves its clients' best interests.
Founder & Advisor
Derek N. Sauerwine
Derek's professional journey began at East Stroudsburg University, followed by a successful career in the hospitality industry where he developed and managed hotels nationwide. Subsequently, in 2010, Derek established his own Financial Advisory Practice (Three Leaf Financial), where he brings his passion for numbers and planning expertise to assist clients in making sound financial decisions. As a Licensed Series 65 Fiduciary and Independent Insurance Agent, Derek works in his clients' best interest on investment design and management. He has made it his mission to educate and empower his clients with the knowledge they need to make informed financial decisions.
Securities and/or Investment Advisory Licensed in VA, MD, PA, NC, TX, FL, CA
Insurance Licensed in VA, MD, DC, WV, NC, TX, NY, CA, AZ, FL, IL, CT, CO, SC
Derek@ThreeLeafFinancial.com
Partner & Advisor
Chad A. Gough
Chad brings more than two decades of experience in the financial services, with a industry background that included leadership roles as a Regional Director of Sales and Chief Operating Officer, (COO). After years of supporting financial professionals across the country, Chad joined Three Leaf Financial to continue the mission of delivering personalized, needs-based financial strategies. He believes in simplifying complex financial concepts and empowering individuals to make confident, informed decisions about their financial future. Chad previously held his FINRA Series 6, 63, and 26 licenses and currently holds his Series 65 to offer fiduciary investment guidance. He also maintains active Life and Health Insurance Licenses in multiple states. When he’s not working with clients, Chad enjoys watching his daughter play soccer, spending time traveling with his wife and daughter, and staying involved in his local community in North Georgia.
Securities and/or Investment Advisory Licensed in GA, VA, MD, PA, NC, TX, FL, CA
Insurance Licensed in GA, VA, AZ, CA, CO, CT, MD, NJ, NC, NV, OR, PA
Operations Manager
Kelly joined the practice in 2020 with a rich background in education, where she worked for the last 19 years at the University of Virginia’s School of Continuing and Professional Studies located in Falls Church, VA as a Program Administrator in the education and business programs.
Kelly graduated from Strayer University in 2009 earning her bachelor’s degree in Business Administration with a concentration in Human Resource Management.
In Kelly's spare time she enjoys being with family and friends. Kelly also enjoys being outdoors (camping, hiking, kayaking, wineries, concerts etc.) Kelly also enjoys volunteering within her community with The Sweet Julia Grace Foundation helping raise funds for families of children with serious illnesses, at her church, and with the local homeless shelter SERVE.
Advisor Assistant
Andrew is currently pursuing a bachelor’s degree in Economics at Penn State University, while building his career at Three Leaf Financial. With a strong interest in numbers and analytical problem-solving, he enjoys analyzing complex data and translating it into clear meaningful insights.
In his role, Andrew focuses on reviewing and analyzing financial data to ensure client financial summaries remain accurate and up to date. His attention to detail and analytical mindset helps him identify relevant information. These strengths also allow him to maintain organized and reliable financial records. while supporting the firm’s commitment to delivering exceptional service to its clients. Andrew is dedicated to continually expanding his knowledge of the financial industry and strengthening his expertise in financial analysis.
Outside of his professional and academic pursuits, Andrew enjoys staying involved in his local community and maintaining an active lifestyle. In his free time, he enjoys playing a variety of sports and spending time with friends and family.
Strategic Partners
Attorney, Perkins & Zayed, P.C.
Jennifer Eseed is an Attorney of the firm and concentrates her practice in Estate Planning and Business Succession Planning. Jennifer provides highly personalized estate planning and business planning services that include asset protection and legacy planning, qualified retirement asset planning, and planning for beneficiaries with special needs. Jennifer currently holds licenses to practice law in the following jurisdictions: Arizona, California, Colorado, Illinois, and Washington.
Jennifer received her Bachelor of Science Degree from DePaul University with a major in International Studies and a minor in Economics, where she graduated Summa Cum Laude. She earned her Juris Doctor degree from IIT-Chicago Kent College of Law, where she graduated Magna Cum Laude, was a member of the Executive Board of the Law Review and was inducted to the Order of the Coif.
Jennifer regularly lectures on the topics of estate planning, retirement planning, and real estate transactions to financial planners, business owners, realtors, and various consumer groups.
While in law school, Jennifer worked in different legal capacities from the civil litigation and employment divisions of various firms to working in a judge’s chambers at the Circuit Court of Cook County. After graduating, Jennifer practiced law at a firm that represents school districts and local governments throughout Illinois until coming to Perkins & Zayed, P.C.
Jennifer and her husband enjoy traveling and any activity that includes their two young children.
Attorney, Perkins & Zayed, P.C.
Courtney Bonstrom is an Attorney of the firm and concentrates her practice in Estate Planning and Elder Law. Courtney is passionate about designing and implementing custom estate plans for individuals and business owners, planning for beneficiaries with special needs, and advising on proper planning to assist elder clients and their family members on strategies to help protect and preserve their assets. Courtney currently holds licenses to practice law in the following jurisdictions: Illinois, Minnesota, and New Jersey.
Courtney received her Bachelor of Arts Degree from Bethel University majoring in Business and Political Science and with a minor in History. She earned her Juris Doctor degree from Northern Illinois University College of Law.
Courtney regularly lectures on the topic of estate planning and Medicaid planning, to financial planners, accountants and various consumer groups, and has taught Business Entities and Regulations on a graduate level.
Courtney started her career practicing in the areas of estate planning, bankruptcy, immigration, contract, and civil litigation. Prior to joining Perkins & Zayed, P.C., Courtney also served as Brookstone Capital Management’s General Counsel and Chief Compliance Officer, and is experienced in the areas of Business and Securities Law.
Courtney enjoys travel, golfing, most outdoor activities, and spending time with her husband Lucas and their young daughters, Abigail, Lena, and Vivienne.
Virginia Office
10560 Main Street, Suite 214
Fairfax, Virginia 22030
703-273-2326 Fax: 703-738-7232
Georgia Office
225 Reformation Pkwy, Suite 200, Office 15
Canton, GA 30114
770-285-7949 Fax: 703-738-7232