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MassMutual financial professional.

Derek P. Happyemail

  • Professional Story

    As a financial professional, Derek's mission is to assist individuals, families, and business owners to define and acheive their financial goals. He is highly trained and lisences to provide financial solutions to his clients and prospects. His goal is to become a lifelone resource to his clients. He is dedicated to assisting them through the various stages of their financial lives. At Baystate Financial, Derek utilizes the team approach to draw upon the wealth of knowledge of his associates to create custom designed financial strategies for his clients.

    Derek holds a Bachelor of Science from the McCormick School of Management at The University of Massachusetts, Boston. He holds his Life, Accident and Health License, and Series 6, 7, 63, & 65 Securities Licenses.

    Derek lives in Worcester with his wife, Stacey, and daughters, Chloe, Charlotte, & Chelsea. He is a member of The Society of Financial Services Professionals Worcester County Chapter and is a member of The Worcester Chamber of Commerce. During his free time, he enjoys being with his family, playing golf and hockey, and vacationing on Cape Cod.

    Education

    McCormick School of Management at The University of Massachusetts, Boston (2004-2008)

    Hobbies

    Hockey
    Golf
    Beach
    Family Time

    Affiliations & Memberships

    The Society of Financial Services Professionals Worcester County Chapter
    Worcester Chamber of Commerce

  • Languages:
    • English

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Retirement Income Planning
    • College Funding Strategies
    • Group Benefits
    • Estate Planning
    • Business Owners
    • Military
    • Charitable Giving
    • Retirement Strategies
    • Business Succession Planning
    • Risk Management Strategies
    • Financial Education
    • LGBTQ

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Derek’s Licenses and Disclosures

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