We take the time to understand our clients. Our structured approach is designed to provide clients with an exceptional and consistent experience. We are diligent in our focus on planning and rigorous in providing investment management through our comprehensive approach.
It is a privilege to serve our clients and we are sincerely grateful for the opportunity they provide to help manage their financial lives.
Derek received his M.B.A. in Finance from Kellstadt Graduate School of Business at DePaul University with distinction honors and a B.A. in marketing from Purdue University. While at Purdue, Derek was a member of the Men's Track and Field team where he competed as a pole vaulter.
Derek is involved with non-profit organizations including the Shriners Children's Hospital of Illinois and the Chicago Council on Global Affairs. Derek and his wife reside in the Western Suburbs of Chicago and have three children.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
