Welcoming Derek Thomsen to the team

Derek Thomsen |


2017 included significant changes for us. Katie, who worked as part of the team for 10 years, decided that 3 kids was a full time endeavor so she's no longer working with us. The culmination of a 2 year search resulted in adding Derek Thomsen to the team in her place. Derek brings a lot to our team with a degree in Economics & Business, he's licensed as an Enrolled Agent (highest designation granted by the Dept. of the Treasury), and a CERTIFIED FINANCIAL PLANNERâ„¢. He has 8 years of experience in this industry and we are very excited about this new partnership. And remember, no matter with which person you may be interacting with, you always have the benefit of the entire team.