Managing Director, CFP®, CIMA®
Derek’s goal is to take the mystery out of investing for his clients by helping them manage risk, prepare for retirement and, ultimately, preserve their wealth. He has seen too many folks miss out on potentially rewarding opportunities for themselves, their business and their family by taking on unnecessary financial risks and failing to adequately protect their hard-earned assets. That’s why he entered the industry: To take the complex and confusing and turn it into simple and clear strategies for success.
After a severe injury and several surgeries took him out of college for over a year, Derek saw firsthand how unforeseen events can impact a family’s financial situation. Always good with numbers, he returned to school with a focus on finance and a drive to help others prepare a financial blueprint for the life they deserve. He earned his bachelor’s degree from The Ohio State University and went straight into the financial industry. He worked at Morningstar Investment Management as a regional director, consulting on asset management portfolios prior to joining Greensview Wealth Management.
Today, Derek is passionate about providing financial planning services for professionals and retirees. He believes the financial plan is the blueprint for a complete financial home, and in that home, investments, risk management, tax optimization and estate planning occupy different rooms. Each room has its own style, layout and structure. When pieced together, the complete financial home offers a strong foundation for years to come.
Derek has been awarded several designations for demonstrating in-depth knowledge of complex planning issues, including the CERTIFIED FINANCIAL PLANNERTM (CFP®) and Certified Investment Management Analyst® (CIMA®).
In his free time, Derek enjoys spending time with his wife, Antonietta and their dog, Giggy, the outdoors, hockey, cooking and spending time with family.