Client Advisory

Biography

Derek is a Senior Associate in the Louisville office of Cerity Partners, where he services clients to deliver tailored, comprehensive financial planning solutions. His team serves a diverse clientele, including business owners and corporate executives.

Outside of work, Derek enjoys spending his time on the golf course and fishing.

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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