Derek Inkol

CHIEF OPERATING OFFICER

Derek’s number one focus every day is to ensure our clients have a five-star experience and first-class service.

With over 20 years total experience as President of two companies in the financial industry, Derek provides clients with a knowledgeable base to guide them as they learn new aspects of the financial world. He attended school at St. Stanislaus and graduated from Mercy Cross High School in 1994.

Derek played basketball at the University of Southern Mississippi and graduated from Arizona State University with a bachelor’s degree from the Walter Cronkite School of Communication.

He is a native resident of the Mississippi Gulf Coast and resided six years in Rose Mary Beach, Florida. In his spare time, Derek loves spending time with his family, exercising, traveling and attending sporting events.

Email Address: [email protected]

Phone: (228) 388-2031

Roberts Wealth Management Team

Paul Roberts III

President / Chief Executive Officer

Derek Inkol

Chief Operating Officer

Heidi Ardis

Chief Fiduciary Advisor

Don Picolo

Chief Financial Officer

Brennan Kim

Fiduciary Financial Advisor

Mick McCormick

Chief Technology Officer

Steven Vanderlei

Client & Golf Relations Coordinator

Carter Lewis

Fiduciary Financial Advisor

Clinton Ardis

Director of Financial Wellness

Tamara Reverol

Director of Processing

Brian Carriere

Community Educator

Jaimie Tiner

Client Services

Jenny Shaver

Client Services

Karen Garner

Fiduciary Financial Advisor

Julia Roberts

Client Liaison

Sabrina Olszewski

Director of Client Services

Wendell Williams

Client Liaison

Vicki Kirby

Director of First Impressions, Daphne, AL

Sharon Strickland

Director of First Impressions, Biloxi, MS

Grant Inkol

Director of Procurement

To schedule a time to discuss your financial future, contact us at [email protected] or call us at 228-388-2031 today!

By contacting us, you may be offered information regarding the purchase of insurance and investment products.
Investment Advisory Services offered through Foundations Investment Advisors. Insurance and annuity products are sold separately through Paul E Roberts, III.

The information provided is basic and general in nature. No specific product or companies are being solicited. This information is for informational and educational purposes only. Please understand that laws and regulations are subject to local variations and may have different interpretations. Therefore, should legal and/or accounting advice be required, it is recommended that you seek the advice of a qualified and licensed professional in your state of residence.

Phone (251) 228-4793

Investment advisory services offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. The commentary on this website reflects the personal opinions, viewpoints and analyses of Paul Roberts and his affiliates, and should not be regarded as a description of advisory services provided by Foundations or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Nothing on this website constitutes investment, legal or tax advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations for services, execution of required documentation, including receipt of required disclosures. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Any statistical data or information obtained from or prepared by third party sources that Foundations deems reliable but in no way does Foundations guarantee the accuracy or completeness. Investments in securities involve the risk of loss. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempted. For more information, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083.

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