Meet the Experts Behind Your Success

Derrick is a Retirement Plan Advisor at Sax Wealth Advisors, supporting employers—particularly throughout the Carolinas region—in building and maintaining effective workplace retirement plans for their employees. He partners closely with plan sponsors to design, manage, and monitor their plans, ensuring they remain aligned with organizational goals and fiduciary responsibilities.

Derrick brings valuable industry experience to SAX Wealth Advisors, including eight years with Dimensional Fund Advisors (DFA) on the Defined Contribution Investment Only (DCIO) team. His background gives him a deep understanding of retirement plan structures, investment menus, and the importance of a client-first fiduciary approach.

He holds the Accredited Investment Fiduciary (AIF®), Certified Plan Fiduciary Advisor (CPFA®), and Nonqualified Plan Consultant (NQPC™) designations.

Outside of work, Derrick is actively involved in local animal rescue efforts and spends his time fostering and volunteering with dog shelters.