About Us

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, he established his own Financial Advisory Practice, 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​​​​

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Derek@ThreeLeafFinancial.com 

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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 Georgia and Virginia. When he’s not working with clients, Chad enjoys coaching youth soccer, spending time with his wife and daughter, and staying involved in his local community in North Georgia.​

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Securities and/or Investment Advisory Licensed in GA, VA -Insurance Licensed in AZ, GA, MD, NC, PA, VA

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Chad@ThreeLeafFinancial.com 

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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. 

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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. 

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Kelly@ThreeLeafFinancial.com

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