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Derrick Spencer CPFA®

Derrick Spencer CPFA®

Financial Advisor

After serving 12 years in the Navy, Derrick decided to make a change to become a financial advisor.  He assists clients in building a unique portfolio that is designed to help them achieve financial stability and freedom.  He also takes the time to educate his clients in a way that makes them feel comfortable and confident with their investments, allowing them to spend less time worrying about investing, and more time focusing on some of the more important things in life.

Derrick has also completed Ramsey Financial Coach Master Training and offers financial coaching services to his clients.  As a financial coach he assist clients with budget development, debt repayment strategies, and developing responsible financial habits.  "Personal finance is 80% behavior and 20% head knowledge" - Dave Ramsey

Derrick is series 7 securities licensed, and also holds his series 66 license for state securities and advisory.  He is securities licensed in AR,CA,GA,IA,IN,KS,MO,NC,NE,OH,OK,PA & TX  and is also an Investment Advisor Representative in Oklahoma. He also holds insurance licenses in CA (Lic#4357632),IA,NE & OK.

Derrick lives in Broken Arrow with his wife Lauren and their two dogs Hero and Murry.  Outside of work he enjoys spending time outdoors, particularly hunting, fishing, or golfing.