Derek received formal schooling at DeVry University in business management, accounting, finance and economics. He then became a financial analyst for The Associates, a Fortune 500 company, where he trained other analysts and designed budgets for various departments. Derek’s strength lies in his ability to use technical analysis to assist John Levee’s clients in reaching financial goals, and his reputable skills are backed by 15 years of experience.
Since joining the Advanced Wealth Strategies team in the year 2000, Derek has assisted in the areas of Strategic Wealth Planning, Asset Allocation and Portfolio Management. He uses technical analysis and economic research reports to design, maintain and implement portfolios for John Levee’s clients, helping them make the best financial decisions possible. He currently holds the Series 7, Series 63, Series 65 and Insurance licenses. Due to his professionalism, he was named a FIVE STAR Wealth Manager in 2010 & 2011.
Derek has been married since August of 2000 to his wife Jennifer, and they have 3 children together. In his free time, he enjoys golfing, bowling, snow skiing and many outdoor activities with his children.