Get Started

Get Started on Your Life Plan Today






We use cookies to ensure our visitors have the best browsing experience on our website.

Member of Corona Chamber of Commerce

Received Trilogy’s awards Rising Star* & Top Estate Referrals**

Has his real estate license

LMU Alumni

Cornhole Champion

Will video conference with clients to make it easier

Get to Know Derrick

Derrick began working at Trilogy in 2014 with a desire to inspire and empower everyday Americans. He enjoys developing his relationships with his client partners and helping them succeed. He believes knowledge is power, which is why he is passionate about sharing the tools, resources and services that Trilogy provides to positively impact a client’s life and financial plan.

He currently lives in Corona and is very involved in the local community. He is a member of the Corona Chamber of Commerce and participates in the Corona High Annual 5k Run that benefits the Corona High School Girls Athletics. Derrick also enjoys an active lifestyle. If he isn’t snowboarding, you may find him on a soccer, football or softball field swinging for the fences. If you find him on a golf course, make sure you stand in a safe place.

Derrick graduated from Loyola Marymount University with a Bachelor of Arts in Business Administration. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds his Life, Health and Long-Term Care Insurance License, as well as his Real Estate License.

 

*The Rising Star award is given to the advisor with the highest weighted production for the past 24 months and started in the field in within the last 36 months.

**The Top Estate Referrals award is given to the advisor who made the most referrals to the Law Office of Mark E. Lewis for the year.

Read More
Meet Derrick’s Team
Scroll through to see each of the Advisors
Senior Vice President of Wealth Management
Nathan Brown
Vice President of Wealth Management
Scott Naiman, RICP®

Experience the Trilogy Difference

We believe that real Life Planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

Call Us To Get Started. (844) 356-4934