Since joining the team in May of 2018, Derek has passed the Series 65 Uniform Investment Advisor Law Examination and is licensed to offer life, accident and health, and long-term care insurance in the state of Colorado.
Derek is currently in pursuit of his designation as a CERTIFIED FINANCIAL PLANNER™ Professional for The Normandy Group and is enrolled in Certified Financial Planning (CFP®) courses offered through the College for Financial Planning.
Prior to joining The Normandy Group, Derek had a successful career at the University of Sioux Falls and received his Bachelor of Arts degree in Business Administration with an emphasis in Management. While accomplishing this, Derek earned a spot on the Dean’s list for five semesters.
During his time at the University of Sioux Falls, he enjoyed a scholarship as a member of the University of Sioux Falls football team and contributed to a conference championship in 2016. In 2017 he earned a second-team all-conference spot and was placed on the leadership council. With success on the field and success in the classroom, he graduated in January of 2018.
As an Investment Advisor Representative Derek is enthusiastic to assist associates with performing fund and market analysis, insurance research, the analysis of cash flows and the preparation financial statements. Derek enjoys analyzing client situations and working through challenges in a collaborative environment to find solutions that are ideal. He also appreciates meeting face to face with individuals to identify needs and goals, then implementing a process to meet these goals. He is very enthusiastic about the opportunity to work with colleagues and further his education and experience in the field.