OUR TEAM | We're here to help
Joe Derickson | Founder and CEO
Joe is the Founder and CEO of RWM with over 30 years experience in the retirement and investment industry. He has devoted his career to providing institutional investment solutions for corporations, retirement plans, non-profit organizations, and individuals. Joe has consistently been recognized throughout his career resulting in various awards and honors. Most recently, Joe was recognized as one of PLANADVISER's Top 100 Retirement Plan Advisers.
Joe is passionate about applying his knowledge and educational skills to teach and help plan sponsors and committee members he serves to achieve clarity and transparency. As an independent adviser he is able to focus on the fiduciary process while assisting plan fiduciaries in their fiduciary responsibilities.
Additionally, Joe spent several years teaching at the university level. His passion for sports, basketball in particular, led him to referee men's basketball at the Division I level. His experience at the higher education level has provided Joe with the insight into the needs of the participant within this environment.
Joe enjoys spending his leisure time watching and attending sporting events, especially college basketball, with his family.
Melissa Derickson | Director of Client Services
Melissa is the Director of Client Services for RWM managing the firms day to day client servicing and office operations. She serves as the point of contact for coordinating and facilitating communication and workflow as well as developing and maintaining standard operating processes and procedures for the firm.
Melissa is responsible for coordination within the firm as necessary to ensure investment professionals and client needs are being met in a detailed, accurate and timely manner by assisting with the collection and management of data inventory and communication with internal and external constituents. Additionally, she coordinates investment analysis reporting for quarterly Investment Committee meetings and corresponding performance materials.
Outside of RWM, Melissa enjoys sports, golf in particular, as well as coaching her daughter in volleyball and track. She is active in her community and participates in various volunteer programs.