Even Smart People Can Age Poorly: Preparing Beyond Your Financial Plan.

Derieck has built his career on trust and takes pride in guiding individuals and families through life’s milestones, helping them celebrate achievements and navigate challenges with confidence. He believes that with the right planning and commitment, financial success is within reach — whether a client’s vision is simple or grand. Over the years, many of his clients have become lifelong friends: a testament to the deep relationships he fosters through thoughtful, strategic financial guidance.

Derieck’s expertise spans financial planning, tax-efficient income strategies, estate planning, retirement planning, and corporate incentive optimization. He has extensive experience helping clients navigate AT&T retirement benefits, including 401(k) plans, pension options, performance shares, and stock options. His holistic approach ensures that every aspect of a client’s financial picture is considered, aligning their present lifestyle with their long-term aspirations.

Prior to his career in wealth management, Derieck served as a combat engineer platoon leader in the Missouri Army National Guard after earning his commission as an Army 2nd Lieutenant through the R.O.T.C. program at Southeast Missouri State University. He later earned his B.S. from Tarkio College in 1991.

Derieck remains active in his community and is passionate about financial education. He periodically teaches financial wellness classes at the Cape Girardeau Career and Technology Center and has made numerous media appearances, including segments on KFVS-12 and two interviews on Yahoo Finance.

When he’s not working with clients, Derieck enjoys giving back to his community, spending time with family, and helping others chart a path toward their financial dreams. He is committed to ensuring his clients not only prepare for the future, but also enjoy life today.

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Sam, Derieck, and their team are dedicated to creating thoughtful, multi-generational financial plans that empower clients to live freely and with confidence. Sam firmly believes that managing investments without a financial plan is analogous to setting off on a journey without knowing the destination. Through deep, values-driven conversations, he helps shift the focus from questions such as, “Do I have enough?” and “When can I retire?” – to “Now that I know I have enough, how can I best support the people and causes I care about most?”

Sam began his career on the institutional side of the financee industry, gaining valuable experience in banking and investment consulting. From 2017-2022, Sam worked alongside Derieck as an investment consultant. He earned his CFP® designation in 2021 and officially joined Anchor Pointe in 2022. 

Sam lives in Highland Park, IL, with his wife and high school sweetheart, Taylor, their two children, and their two dogs. Sam enjoys spending time on the water, crafting cocktails, snowboarding, and traveling. On occasion, he will even attempt a round of golf – though with admittedly mixed results.