Derek J. Sensenig, MBA, MS, Ph.D., CLU®, ChFC®, CFP®, RICP® joined Encompass Advisory Services, LLC in 2020 as an ownership partner, Senior Vice President of Financial Planning, and Investment Advisor Representative. At his previous firm, Derek was a Regional Financial Sales Leader, Supervisory Principal, and Sales Consultant. He holds his FINRA Series 7, 24, 53, 63, and 66, as well as the Chartered Financial Consultant® designation and Certified Financial Planner™ certification to conduct business as an Investment Advisor Representative.
Prior to entering the financial services industry, Derek was a Technical Sergeant in the United States Air Force and served as a Military Training Instructor at Joint Base San Antonio (Lackland AFB) with the 321st Training Squadron. He was also stationed in Alaska, Kuwait, and Korea.
Derek has a Bachelor’s Degree in Business Management/Human Resources from Park University, a Master’s Degree in Business Administration from Webster University, and a Master’s Degree and Ph.D. in Personal Financial Planning from Kansas State University where his dissertation was an intense focus on retirement.
Derek’s experience includes holistic financial planning, estate planning and wealth transfers, saving, investing, retirement planning, business planning and employee benefits, wealth accumulation, wealth management, and retirement income distribution. He is also a coordinator for Dave Ramsey’s Financial Peace University at his church and is a Dave Ramsey Certified Counselor.
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Encompass Advisory Services, LLC. is a Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial advisor and/or tax professional before implementing any strategy discussed herein.
Address
23114 Seven Meadows Pkwy, Katy, TX 77494
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