Professional Experience: Derek has been with DSB Wealth Management since 2014 and is the V.P. of Wealth Management. He specializes in comprehensive financial planning for individuals and families through the use of life insurance, retirement plans, and college savings accounts.
Education: Derek has a bachelor's degree in Management with a concentration in Finance from Purdue University in West Lafayette. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2022 and holds the Behavioral Financial Advisor™ designation. He also has successfully completed the Series 7 and 66 exams and is a licensed Insurance Agent in Indiana.
Hobbies: Derek's hobbies include fishing, hiking, camping, and sports. He volunteers his time teaching financial literacy to students at the local grade schools through Jr. Achievement and at the Reality Store.
Birthplace: South Holland, Illinois