Since joining the financial services industry in 2012, Derrick Brauner has been serving individuals and their families in the greater Lake of the Ozarks region to create retirement, education, and estate plans. Derrick also assists small business owners looking to establish retirement benefit plans for their employees, or implement business succession plans. Through detailed discussion and collaboration with the client, Derrick can create an extensive plan that goes beyond investing to one that includes a comprehensive, tailored financial strategy.
Derrick graduated from Missouri State University with a Bachelor of Science in Financial Planning, and he holds his Series 7 and 66 Securities Licenses, as well as the Life and Health Insurance License. In addition, Derrick has completed the rigorous requirements and earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. With these designations, he is confident he can handle many diverse client concerns and situations.
Outside of the office, Derrick enjoys golfing, bowling, fishing and many other sporting activities, as well as playing cards with family and friends. He also remains active in the community as a member of both the Lake Ozark Daybreak Rotary and the Lake Ozark Knights of Columbus.