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10691 E Carter Rd, Ste 101, Traverse City, MI 49684 231-933-0631

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Derek E. Weeks

Derek E. Weeks

Founder & CEO

I founded Legacy Financial Services to implement a philosophy of people-first planning. I am committed to providing extraordinary experiences for every Legacy client that walks through our door. I believe that the way to do this is to find the right way to manage wealth for every client’s unique needs and goals.

In a career spanning over 25 years, I’m proud to have built a respected firm serving people I care about, in a region I love. I’ve accomplished that by surrounding myself with a great team of people and being selective about the clients we work with. Our clients are hard workers who care about their families and about making their communities happier, stronger places. We’re honored to play our part in helping them build more secure futures.

In my ongoing mission to better serve my clients, We’ve worked hard to build a disciplined wealth management and planning process that puts Legacy’s clients at the center and takes care of every detail for them. Our clients leave our office confident that they have an experienced team looking after their every need.

When I’m not in the office, I’m an avid golfer, I love boating and spending time traveling with my wife.