Hi 👋🏼 I’m Derek. I focus on aligning clients' finances with their values. I craft thoughtful strategies designed to enhance both their personal and financial well-being. My goal is to build a sense of family across all of my client relationships, by genuinely caring for each and their investments.
Many of my clients tend to hold charitable giving as an important principle while navigating their investment strategies. With my background in professional and personal investments with charities, I am passionate about guiding my clients to best achieve their financial goals that align with their personal values.
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Eagle, ID
“What I enjoy most about working with my clients is supporting them through life’s significant financial decisions. Helping them navigate key moments and knowing I’ve contributed to their financial well-being and future success.”
Our Team
Derek and Matt have been colleagues for many years, first at Country Financial and then co-founding partners at True Harvest Private Wealth. Derek brings a wealth of experience from Raymond James and Country Financial, specializing in insurance and investment products. Meanwhile, Matt brings expertise in charitable giving planning from his experience as a wealth manager at Raymond James and brings a philanthropic lens to his work as a financial advisor.  Additionally, Michael Gaynor is a key member of the True Harvest team, bringing his experience in option trading, risk management and 401(k)s. Together, they create a strong and dedicated team focused on helping clients of all backgrounds navigate life’s challenges and achieve their financial goals.
How can I help?
Legacy & Charitable Planning
Retirement Planning
Tax optimization Â
Monthly recaps on financial markets. Stay in the loop with Derek.
Get to know Derek
Derek approaches his work in financial services with a focus on trust and believes in a strong work ethic. He is deeply committed to each client and strives to build a sense of personal connection as he supports their journey to success. His mission is to help clients achieve their financial goals.
Prior to joining Savvy, Derek served as a founding partner and financial representative at True Harvest Private Wealth. Before True Harvest, Derek worked in insurance and investments as a financial representative at Country Financial for 15 years. Additionally, Derek holds the Chartered Financial Consultant® designation, along with a Bachelor of Science in Business Management and Human Resources Management from Portland State University.
Outside of his professional life, Derek contributes to various charities, and enjoys his role as a full time dad alongside being a financial advisor. In his free time, Derek plays sports such as snowboarding, soccer, flag football, and any adventurous pursuits he can enjoy with his family. Originally from Portland, Oregon, Derek now lives in Eagle, Idaho, with his wife, Heidi, and their three children.
After obtaining my Bachelor of Science degree in business management and human resources management from Portland State University, I was searching for a career that could leverage my degree in business and my proactive skillset in a relationship centric business. At the age of 24, I took an opportunity at an insurance and investments firm, using that as the foundation for my career as a financial advisor and have continued to build upon it ever since.
In my career, I’ve helped clients navigate the complex world of investing in an array of fields. The majority of my clients tend to fall within the philanthropic business owner space or retirees, either recently retired or preparing to retire soon.
With my background in business exit planning and charitable giving, I focus on tax-efficiency with investment vehicles and implementing unique strategies on how to exit a business for my clients.
I assist clients with a variety of strategies centered around tax efficiency. Through my unique approach, I offer clients four tailored options as a foundation for crafting a personalized strategy that aligns with their specific needs and goals.
Yes. While the specifics remain exclusive, I combine strategies with personalized insights designed to help my clients maximize wealth, minimize taxes and achieve their goals.
What I enjoy most about working with my clients is supporting them through life’s significant financial decisions. Helping them navigate key moments, making informed choices and knowing I’ve contributed to their financial well-being and future success motivates me every day.
Partnering with Savvy provides access to a sophisticated team with innovative thinking, and ultimately has been a game-changer for me. Their ability to think outside the box and consistently deliver on commitments aligns seamlessly with my approach to client service. By leveraging their expertise and forward-thinking strategies, I’m able to provide my clients with tailored solutions and a level of trust and reliability that I believe truly sets us apart.
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Neither Savvy Wealth, nor Savvy Advisors compensates directly for testimonials or endorsements provided herein, by advisers. However advisors may have an indirect financial incentive to provide testimonials. Savvy Advisors is an investment advisor registered with the Securities and Exchange Commission (“SEC”).  True Harvest Private Wealth is used as a marketing name only and is not separately registered.  All advisory services are offered through Savvy Advisors.
Chartered Financial Consultant® ("ChFC®") are registered trademarks owned by The American College of Financial Services.
