Derek is currently in a hybrid role, supporting several advisor teams while he transitions into a full advisory position. He has been in the financial services industry for nearly 8 years with previous roles in business banking and client services. His previous leadership and organizational experience make him a great addition to the team.
In his free time, Derek enjoys the outdoors, playing board games and spending time with his daughter Brooklyn. He loves football, basketball and baseball and spends many hours each week at the gym.