Financial Advisor@ SFG
Cookeville, Tennessee, United States
Derek Heap
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Tell me more about Derek Heap?
FlashIntel GPTDerek Heap is a highly experienced professional with over 20 years of work experience in retirement planning, defined benefit, and financial planning. Based in the United States, he is known for his strong moral compass and ability to guide clients through the ever-changing financial markets. Derek uses value-based strategies and a long-term perspective to build client relationships that are individual and lasting. He strives to provide quality service and develop a strong relationship with clients, based on communication, professionalism, and trust. Derek has worked as a Managing Partner at SFG in the Netherlands, focusing on business development.
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About
As a conservative, family-centered professional, I use a strong moral compass to guide clients through the ever changing landscape and opportunities in the financial markets. Using value-based strategies and a long-term perspective, I build client relationships that are individual and lasting, focusing on what it takes to achieve our common goals and plan for the future. Providing the quality of service you expect and deserve, I strive to develop a bond with clients founded on communication, professionalism and trust. Not every family or individual is right for us, but those that are have a partner for life.
...See MoreWork Experience
Financial Advisor
Managing Partner
Financial Services
Derek Heap's Professional Milestones
- Managing Partner (2003-03-01~): Guided the company through successful mergers and acquisitions, resulting in expanded market share and revenue growth.
- Financial Advisor: Guided clients through the implementation of comprehensive financial strategies, resulting in improved financial stability and effective decision-making.
Skill
Retirement Planning
Defined Benefit
Erisa
Financial Planning
Customer Service
Profit Sharing
Microsoft Office
Pensions
Management
Series 7
401k Rollovers
Human Resources
Healthcare
Wealth Management
Iras
Estate Planning
Cash Balance
Retirement
Certification
Colleagues
Other Named Derek Heap
Frequently asked questions
We found 2 Derek Heap's email addresses
Derek Heap's social media include: Linkedin,
Derek Heap works for SFG
Derek Heap's role in SFG is Financial Advisor
Derek Heap works in the industry of Financial Services
Derek Heap's colleagues are Richard Hettler,Matt Tremper,Mac Vsog
Derek Heap's latest job experience is Financial Advisor at SFG
