Meet Derrick
Derrick Shim is a dedicated financial professional committed to delivering exceptional service and support to clients at Twin Pines Wealth Management. He works closely with Managing Partners and Senior Wealth Advisors John Dunphy and Kiho Choi to help ensure that client needs and inquiries are addressed promptly and effectively. Known for his reliability and attention to detail, Derrick consistently sees tasks through to completion while building lasting client relationships founded on trust and integrity.
Derrick earned a degree in Finance from the University of Nebraska–Lincoln in 2023 and holds Series 7 and 63 registrations. His previous experience includes positions at Charles Schwab in Chicago and Carson Group in Omaha, where he built a strong foundation in financial services. He also broadened his global perspective through study abroad at the University of Oxford.
Outside of work, Derrick enjoys golfing, playing basketball, and traveling— with a particular interest in exploring more of Europe. With family spread across the country—from Minnesota to North Carolina to the Pacific Northwest—he makes it a priority to spend quality time with loved ones whenever possible.
