Three Leaf Financial is a full service financial planning firm that was established in March 2010 with the fundamental goal of building sound financial plans for all of their clients. The practice works one-on-one with clients to create, implement and manage tailored financial plans. Each plan is unique with the right blend of investments, insurance and planning in order to accomplish each client's goals. The practice continues to flourish because at it's core, it is built on a life-long relationship model and the ability to make complex ideas easy to understand. As a Fiduciary, you can always count on your best interest being served.
Derek attended East Stroudsburg University, and after a successful career in the hospitality industry developing hotels nationwide he started his own Financial Advisory Practice. He brings his love of numbers, planning expertise and overall passion to help people, into his everyday interaction with his clients.
Since starting the practice in 2010, Derek has made it his mission to help arm and educate his clients' with the knowledge they need in order to make sound financial decisions for themselves and their loved ones.
As a licensed Fiduciary, Derek works in his clients' best interest on investment design and management in addition to being licensed as an Independent Insurance Agent.
Jason joined the practice having graduated from the College of William and Mary in 2010 in addition to earning his paralegal certificate from George Mason University in 2011. A lifelong Fairfax County resident, he dedicated the first seven years of his career working in public service with the Fairfax County Circuit Court. As a Deputy Clerk, Jason offered guidance to thousands of county residents, land developers, law offices, mortgage companies and banks.
Jason's passion for guiding is evident and he will spend his first year with Three Leaf Financial earning state accreditation, familiarizing himself with practices and meeting clients.