Derek is our Associate Advisor, supporting clients with personalized guidance and thoughtful financial strategies. His leadership experience as a collegiate athlete at Dartmouth taught him the power of collaboration and commitment, values he brings to his work every day. He finds purpose in helping families secure their financial futures and create lasting legacies, drawing on both his academic expertise and his dedication to personalized service. Currently pursuing his MBA in finance and investments at the University of Pittsburgh, Derek combines strong analytical skills with a passion for empowering families to achieve their goals.
Beyond work, you'll find Derek exploring Chicago, golfing, socializing with friends, and passionately supporting the Bears every Sunday.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.