About


Derek began his career in financial planning in 2016 as a financial planning associate for Wealth Management Group. After earning his Certified Financial Planner™ designation in 2019, he then transitioned to financial planning coordinator for Wealth Management Group. Derek joined Wealth Enhancement Group in 2023. He connects with his clients through understanding and humor and brings an in-depth knowledge of the financial planning industry, processes, and software.




Derek lives in South Wedge, Rochester, New York. Originally from Queens, New York, he is the youngest of three brothers. When not working, Derek actively plays sports - volleyball, tennis and pickleball are his favorites. He also enjoys reading and playing board games.


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