Derrick Holmlund CFP®

As the director of Financial Services for Marsh & McLennan Agency (MMA), 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.

Derrick feels successful when he helps his clients solve key financial program problems. He strives to be seen as a client’s sole advisor and as a part of their team, rather than a sales person. His goal in working with clients is to provide service and resources that leave them in a better financial position than when he started working with them.

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MMA Upper Midwest is a part of Marsh & McLennan Agency LLC (MMA). Securities offered through MMA Securities LLC (MMA Securities), member FINRA / SIPC, and a federally registered investment advisor. Main Office: 1166 Avenue of the Americas, New York, NY 10036. Phone: (212) 345-5000. Variable insurance products distributed by MMA Securities LLC.  MMA and MMA Securities are affiliates owned by Marsh & McLennan Companies.