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Biography

Derek is a Senior Associate in the Louisville office of Cerity Partners, where he works closely with clients to deliver tailored, comprehensive financial planning solutions. His team serves a diverse group of clients, including business owners and corporate executives, helping them navigate complex financial decisions with clarity and confidence.

Outside of the office, Derek enjoys spending time on the golf course and fishing whenever he gets the chance.

Learn more about my practice.

Education

  • B.S. in Personal Financial Planning, a CFP Board Certified Program from Western Kentucky University
  • Personal Financial Planning Certificate from Western Kentucky University

Highlights

  • CERTIFIED FINANCIAL PLANNER®
  • Series 65 License Holder
  • Life and Health Insurance License Holder

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