Updated: Mar 6
Derek was born in Ireland to a South African mother and German American father. He has a passion for world travel and adventure. His journey with money and business started when he was just 12 years old. He entered the financial services industry in 2006 and experienced a high level of success early on which he attribute to the philosophy of "do what is right for my clients and eventually I will get paid." After 3 years he started his own firm.
In 2013 he made the decision to transition his practice to a virtual model. He did this to save his clients time and money while also ensuring a better life/work balance for him to spend more time pursuing his passions and enjoying more of life's moments with his wife and son.
He loves helping his clients use their money to enjoy life today while planning for tomorrow. He helps them realize their hopes, dreams, and goals and achieve financial freedom through the leverage of a comprehensive virtual financial planning process.
In this interview he shares how to have the best of both worlds. Make and enjoy your money!!
Derek Notman is registered as an Investment Adviser Representative, under Eagle Strategies LLC, a Registered Investment Adviser. Derek Notman is also a Registered Representative of NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency
999 Fourier Drive,
Madison, WI 53717 (608) 827-2104
Intrepid Wealth Partners & Love Your Finances, is not owned or operated by NYLIFE Securities LLC or its affiliates.
Neither Eagle Strategies, LLC, its affiliates nor Intrepid Wealth Partners & Love Your Finances or its employees provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional regarding your particular situation.