Derek is the Founder and Co-Managing Partner of Carolina Wealth Management, listed by USA Today as one of the Best Financial Advisor Firms for 2023. He is a 25 year-plus veteran of the industry who has been quoted by Yahoo Finance, CNBC and CBS MarketWatch, among others. He is a United States Marine who works diligently to help his clients navigate the complex and ever-changing rules of retirement. Derek is trained and fluent with the SECURE Act and SECURE 2.0 and their effects on the retirement distribution phase. From RMDs, QCDs, EDBs and RBDs you are certain to pick up a few tips on tax efficient retirement distributions. He lives in Pinehurst with his wife and two kids. Derek plays golf with the prestigious Tin Whistles golfing society.