Derek is a CERTIFIED FINANCIAL PLANNER™ and ACCREDITED ESTATE PLANNER® and has been with the firm since 2008.
No client has the same story or financial background. Derek uses his skills and experiences to assist his clients at any level of their financial lives through comprehensive financial planning and prudent investment advice.
Derek earned his ACCREDITED ESTATE PLANNER® designation in 2020, his CERTIFIED FINANCIAL PLANNER™ in 2015, and a Bachelor’s Degree from Florida State University in Finance in 2004. The AEP®, through the National Association of Estate Planning Council (NAEPC), is a designation only given to those with at least 15 years of direct estate and financial planning experience. Prior to joining CPS, Derek held a position on the 529 college planning team for Fidelity Investments and held a coveted seat on the Merrill Lynch institutional trading desk.
Derek also gives back to the community in a huge way, so much so, that he was a recipient of the Polk Emerging Leaders Award (2017) for his leadership in the community. He is still actively involved with numerous non-profits including: 2019-2020 Co-Treasurer of the McKeel Academy Central PTO, 2019-2020 Treasurer of The Rotary Club of Lakeland TigerTown, Lakeland Area Chamber of Commerce Board of Directors and Executive Committee member, Achievement Academy Advisory Board member, Prime Meridian Bank Advisory Board member, Central Florida Speech & Hearing Advisory Board member, and current Leadership Polk XIII member. Previous roles in the community were 2016 Chair of the United Way of Central Florida’s Young Leaders’ Society, EMERGE Lakeland 2017 Chair, 2016 Vice-Chair and 2012-2015 Treasurer through the Lakeland Area Chamber of Commerce, Leadership Lakeland XXXIII and alumni association member, prior alumni advisor to the Florida Southern College chapter for Lambda Chi Alpha, and Junior Achievement Teacher and mentor for elementary children.
Derek can be found in the community at any of the above organization events with his wife, Tiffany, staying in shape at the local YMCA, enriching his son, Cullen, at a cub scouts event, cheering his daughter, Kinsley, on at a gymnastics competition, attempting death defying mud runs or just around town with his family and dog, Lily.