As a Partner and Financial Advisor at Preferred Wealth Advisors, Derek has over 18 years of experience in the financial services industry. He is known for his client-first, holistic approach to financial planning, tailoring strategies to align with each client’s unique goals, values, and circumstances. Derek works closely with individuals and families to help them build clear, actionable financial game plans and navigate important decisions with confidence.
In addition to his work as a Financial Advisor, Derek has held roles in compliance and operations throughout his career. This broad industry experience provides him with a well-rounded perspective and a strong foundation in both strategic planning and regulatory oversight, allowing him to serve clients with diligence, care, and attention to detail.
Derek earned his Bachelor’s degree in Finance from the University of Wisconsin–Oshkosh and later returned to UW–Oshkosh to complete his Master of Business Administration. He holds Series 7, Series 66, and Series 24 securities registrations, along with Life and Health Insurance licenses.
Outside of the office, Derek enjoys spending time with his wife, Kristyne, and their two sons, Kasen and Kamden. As a family, they enjoy camping, attending sporting events, and finding new ways to stay active and engaged in their local community.