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Derek Woods

Senior Lead Planner

Derek Woods

As a Certified Financial Planner® professional with over 26 years of financial services experience, Derek is passionate about helping clients define and achieve true life success. Having served in a wide variety of industry roles, he brings a broad perspective and a deep breadth of knowledge to every financial strategy. Today, Derek leverages this diverse background to build comprehensive, adaptable wealth plans for the individuals and families he serves. A resident of Charlottesville, Virginia, Derek lives with his wife and their beagle. Outside the office, you can usually find him enjoying the outdoors while hiking or mountain biking.

Education: Colorado State University B.A.

"Improvise, adapt, and overcome."

Get to know Derek

Derek Woods Lifestyle Photo

My amazing family! Jerri my wife and my sons, Grant and Connor.

Derek Woods Lifestyle Photo

My wife and me waiting for the sunset in Santorini Greece.

Derek Woods Lifestyle Photo

Milo helping me with a workout.

Derek Woods Lifestyle Photo
Mountain biking outside of Leadville CO!

What is the best piece of advice you were ever given?

That you never fail until you give up trying.

What are you passionate about?

I love to help other people experience their true potential in any aspect of their lives.

Where's your favorite place in the world?

There is no place better than sitting next to a river in the Colorado Rockies.

What's the best meal you've ever had?

A filet mignon with garlic mashed potatoes and a beer after hiking for several hours!