Growing up in International Falls, MN, my father ran a successful painting and construction business where he was always teaching. At a young age, I learned the importance of questioning, anticipating and identifying opportunities, learning from setbacks and of seeing the big picture. More than anything, I learned if I wanted something, I would have to go out and earn it. Nothing was handed to me. In fact, my parents had a rule; "If you're not playing a sport, there will be a shovel or paint brush waiting for you." Needless to say, I was a three-sport athlete in high school (captaining all), graduated with honors and worked painting and construction jobs in the summers. These experiences helped shape my character and ignited a passion for business and working with others.
I graduated from Mercyhurst University in Erie, PA with a B.A. in finance, while playing both D-1 hockey and D-2 golf. My financial services background includes community banking, mortgage and corporate management. I now leverage those experiences as a financial advisor. While each role offers a different perspective, they all boil down to teamwork and doing what is best for people.
Today, I'm guiding business owners, executives, families and individuals in making sound financial decisions throughout every chapter of their lives. Whether your goals are to retire early, save money on taxes or prepare your exit strategy (business owners), we will partner together to build a custom plan around what matters most to you!
- Entrepreneurs & Business Owners
- Business Retirement Plans
- Wealth Strategies
- Estate & Legacy Strategies
- Intergenerational Planning
- Retirement Income Strategies
My Personal Interests
- Spending Time with Family
- Outdoor Enthusiast
- Health & Nutrition
Office Address321 Main St S
Stillwater, MN 55082
Phone NumberDerek Fisher at (651) 430-0468
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