Derrick Brauner, CFP®

Sr. Vice President & Financial Advisor

Since joining the financial services industry in 2012, Derrick has been providing financial planning services for individuals and their families throughout the Midwest.  In addition to developing retirement income plans and offering portfolio management and investment strategies, Derrick also helps small business owners by establishing retirement benefit plans to recruit and retain top talent in their field.

He, too, graduated from Missouri State University with a Bachelor of Science in Financial Planning, and holds a Series 7 and 66 Securities Licenses, as well as the Life and Health Insurance License.  In addition, Derrick has completed the rigorous requirements to earn the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.  With these qualifications, he is confident he can handle many diverse client situations.

Derrick and his wife, Christina, live in Jefferson City where they raise two handsome boys, Hunter and Owen.  Outside of the office, he enjoys golfing, playing volleyball, fishing and many other sporting activities.  However, his real passion now is coaching Hunter in his athletics and spending quality time with his wife and toddler son.  Furthermore, Derrick is active in the community as a member of Lake Ozark Daybreak Rotary, Lake Ozark Knights of Columbus, and Lake Business Builders BNI.

Phone 573.693.1775