Chief Operations Officer
Derek is a native of central Iowa and received his Bachelor of Science degree in Finance from the University of Northern Iowa in 2003. Before joining his brother TJ’s financial practice in 2011, he began his career in the wealth management industry with ING in Des Moines, IA.
Derek serves as the Operations Manager providing clients technology support with their investment accounts and portfolio plans based on their lifestyle and financial needs. Derek takes an active role to ensure clients receive valued customer service and customized investment strategies with a comprehensive approach to wealth management.
Derek and his wife Valerie reside in Olathe, KS. During his free time, Derek enjoys golf, going to Royals & Chiefs games and spending time with his family.