Who We Are

Derek Wilkerson

Through his tenure with Legacy Estate Partners, Derek has advised well over 1,000 individuals and families along their journey. This has given him unique perspective into the crucial decisions needed to be made to successfully retire, live happy and healthy retirement years, and transition that success to the next generation. Derek is a multi-generation Iowan and is very proud to be able to raise his family in his home state and make a career helping Iowan’s achieve the goals they’ve set for their own families. He loves traveling to see clients, working with both rural and urban clientele, and appreciates the diversity and unique perspective it adds to his work.

Derek prides himself in navigating complex retirement issues while building holistic plans that are easily understood and implemented. Through effective communication, his clients can truly retire happy, knowing they’ve taken all the necessary steps and have a partner looking out for their best interests along the way.

Derek lives in Urbandale with his wife Jennifer and two sons, Davis and Henry. In his free time, Derek enjoys the outdoors, working on conservation projects, golfing, attending sporting events and spending valuable time with his family.