Client Advisory

Biography

Derek is an Associate in the Louisville office. He works alongside a team of dedicated colleagues to provide clarity to individuals and businesses through comprehensive financial planning focused on investment management, corporate benefits, tax planning, and estate planning.

Prior to joining Cerity Partners, Derek served as an Engagement Financial Advisor at ARGI Financial Group. Before ARGI, he worked as a Financial Advisor at Kentucky Financial Group, guiding individuals through the financial planning process.

Derek has an above-average interest in golf and fishing but unfortunately a below-average ability in both.

Education

  • B.S. in Finance from Western Kentucky University (graduated cum laude)

Highlights

  • Licensed Life and Health Insurance agent in Kentucky

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.