Derek Dorris is a dedicated Financial Advisor at Summit Financial Group, bringing nearly eight years of experience in the financial and insurance industry. He joined Summit Financial Group in July 2024 and has since been committed to helping clients achieve their financial goals with personalized advice and comprehensive financial planning.
Derek’s career is marked by a diverse background in financial services.
He holds a Bachelor’s degree in Math Education from Southern Nazarene University and a Master’s degree in Educational Leadership and Administration from Southwestern Oklahoma State University. He has earned several registrations, including Series 65, Series 7, and Series 63.
In his role at Summit Financial Group, Derek focuses on providing 1:1 financial advice tailored to his clients’ goals and needs. He emphasizes the importance of strategies to mitigate risk within portfolios and offers solutions to protect clients from financial uncertainty. Derek is passionate about building strong relationships with his clients and takes pride in seeing them succeed financially.
Outside of his professional life, Derek is an avid reader and enjoys playing basketball and golf. He has been married for 27 years and has two daughters. His family has been active members of the OKC First Church of the Nazarene for over two decades, where he serves on the Board.
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