Derek joined Preferred Wealth Advisors in 2021 as a Financial Advisor. He works with clients to create customized financial strategies and plans that can help clients reach their financial goals. Prior to joining Preferred Wealth Advisors, Derek held numerous roles in the financial services industry over the last 15 years, most recently as a Compliance Officer for a Chicago-based Registered Investment Advisor. He received his Bachelor's degree in Finance from the University of Wisconsin-Oshkosh. Derek returned to UW-Oshkosh to obtain his Masters of Business Administration and also holds the securities registrations 7, 66, 24, and Life and Health Insurance license.
Outside of the office, Derek and his wife, Kristyne, are busy spending time with their two boys - Kasen and Kamden. With any free time, they enjoy camping, catching a Wisconsin sporting event, and finding fun things to do around the area!