Derek Overstreet
Derek Overstreet Investment Adviser Representative

Derek Overstreet

Family is important to Derek Overstreet. After spending 10 years in Chicago building a $120 million financial services firm, he left it all to move back to his home state of Utah and spend more time with his family.

Now, as the President of New Millennium in Sandy, Utah, Derek makes your family a priority as well. For more than 28 years he has been helping people with their financial needs, helping ensure they’re able to protect their wealth, achieve more of their retirement income goals, and establish greater financial confidence for their later years.

Derek is passionate about helping people find and understand suitable, income guaranteed* strategies that can help them achieve their financial goals. He believes in empowering his clients with information that brings them more confidence in their financial decision making. It’s the reason he founded New Millennium back in 1999.

New Millennium was founded on the premise that if you provide people with the information to make more sense of their financial situation and the range of products available to move them toward their financial goals, they will make more well-informed decisions for themselves and gain greater confidence in their financial future. Derek has used this philosophy to serve prominent educators, successful business owners, attorneys, and other residents of the local community.

Together with the agents at New Millennium, Derek is committed to identifying and addressing clients’ financial problems, helping to grow their wealth without exposure to the stock market, and ensure a reliable income in retirement.

Derek Overstreet is licensed for Life Insurance and annuities in the State of Utah and has passed his Series 65 securities exam.

*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Most of our clients come to us because they are concerned about their financial future and want the feeling of increased financial confidence. Our goal is to work with you to help you meet your goals. Through the years, we’ve found that the best way to work towards this is by providing passionate and comprehensive wealth management services to each client. We believe that our clients deserve unbiased and independent advice based on the latest market studies and trends. We also believe this advice should be supplied by dedicated, professionally trained and financial professionals who understand the long-term ramifications of their advice. Our combined experience and insight, coupled with our tailored approach help us to be highly valued by our clients. We hope that you’ll make New Millennium Group your desired choice when looking for a personal team of local financial professionals.

NO OBLIGATION, COMPLIMENTARY REVIEW

Jessica Kirkham
Jessica Kirkham Client Services

Jessica Kirkham

Jessica joined New Millennium Group after working for the Utah court system and a local law firm. Her time management skills make her an asset on our client services team, where she helps ensure client questions and issues get resolved. Jessica truly enjoys connecting with clients and meeting their needs.

In her free time, Jessica loves to read and spend time with her two daughters. She enjoys taking walks with her family and vacationing in the mountains.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Savanna Toussaint
Savanna Toussaint Client Services

Savanna Toussaint

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Myles Overstreet
Myles Overstreet Licensed Producer

Myles Overstreet

In his role as a member of the client service team, Myles Overstreet’s goal is to ensure clients’ needs are met as efficiently and effectively as possible. He is passionate about having a hand in seeing others leave the office in genuinely improved spirits with renewed strategies for their financial futures.

The son of New Millennium Group’s founder, Derek Overstreet, Myles grew up watching his dad build the firm. Now, Myles is fulfilling his lifelong dream of working for the family business, while also working toward his degree at Utah Valley University.

Residing in Orem, Utah, Myles can be found outside the office at church on Sundays, watching football, and spending time with his wife, Mackenzie.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Armand Overstreet
Armand Overstreet Licensed Producer

Armand Overstreet

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Randy Swartwood
Randy Swartwood Licensed Producer

Randy Swartwood

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Ethan Millard
Ethan Millard Financial Adviser

Ethan Millard

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Ashton Gray
Ashton Gray Client Services

Ashton Gray

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Chloe Jarema
Chloe Jarema Client Services

Chloe Jarema

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Ken Fernelius
Ken Fernelius Account Executive for St. George

Ken Fernelius

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Kaylene Bowman
Kaylene Bowman Client Services

Kaylene Bowman

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Telephone:

Salt Lake City: (801) 446 9950
St. George: (435) 574 5610

Email: service@nmutah.com

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Our Location
Sandy Office:

10050 South State Street Sandy, UT 84070


Satellite Location
St George Office:

20 N Main Street Suite 304 St George UT 84770

Disclosure: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and New Millennium Group are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. AW01181169