Meet Derrick
Derrick Shim is an Associate Wealth Advisor at Twin Pines Wealth Management, where he partners with Managing Partners and Senior Wealth Advisors John Dunphy and Kiho Choi to help clients pursue their financial goals with confidence. He works closely with clients throughout the wealth management process, providing responsive service, supporting investment and financial planning recommendations, and helping ensure every aspect of the client experience is handled with care. Derrick is known for his reliability, strong work ethic, and commitment to building long-term relationships founded on trust.
Derrick graduated from the University of Nebraska–Lincoln in 2023 with a degree in Finance. He holds the Series 7, Series 63, and Series 65 registrations and brings experience from previous roles at Charles Schwab in Chicago and Carson Group in Omaha, where he developed a strong foundation in investment services and client relationship management. He also broadened his global perspective while studying abroad at the University of Oxford.
Outside the office, Derrick enjoys golfing, cheering on the Nebraska Cornhuskers and Seattle Seahawks, and traveling, with the goal of exploring more of Europe. He values spending time with family and friends and makes it a priority to stay connected with loved ones across the country.
