Derrick Holmlund CFP®

As a Retirement Plan Advisor for Marsh & McLennan Agency, Derrick specializes in Qualified retirement plans including 401k, profit sharing and defined benefit plans.

As the director of Executive Benefits, Derrick works with businesses to develop or improve their Executive Benefit and Executive Reward programs. Common areas of practice include: Executive Wealth Accumulation, Wealth Protection, Risk Protection, and Executive Award plans. He also has extensive experience with Buy/sell Agreement funding, Key- Person Insurance, and Defined Benefit Pension Termination & Transfer.

Derrick collaborates with clients every step of the way, from an initial assessment of the company’s existing plans and current needs, to selecting desirable plan features and strategies for fostering employee participation.

Outside of work, Derrick stays busy spending time with his wife and two young kids. He enjoys working on remodeling projects and golfing.