Derek joined Kanaly in 2016 and brings over eight years of experience in transition planning for retirees, personal risk analysis, and investment advice. Prior to joining Kanaly, Derek was the Financial Planning Manager at WJ Interests, LLC, where he was responsible for all financial planning activities for the firm and served as the primary relationship manager for more than 90 families. Derek is a member of the Financial Planning Association (FPA), and has served as a volunteer for National Association of Personal Financial Advisor’s Consumer Education Foundation. He is the Treasurer of the Central Fort Bend Chamber of Commerce, where he has served on the board since 2012. Derek graduated with honors from the Personal Financial Planning program at Texas Tech University.