Helping you plan for life.
Helping you plan for life.
KEMBA’s Retirement Planning and Investment Services CFS1 representatives are passionate about serving our members and helping them and their families achieve their financial life goals.
Matt has filled many roles during his 25 year career in the financial services industry. He started as a trader and NASDAQ market maker for The Ohio Company, Diamond Hill Investment Group, Inc., and Donnelly Penman & Partners; and later transitioned to become Chief Compliance Officer, Branch Manager, and a financial advisor at Ascend Advisory Group, LLC, a member of the Wells Fargo Advisors Financial Network.
Matt earned a BS in Business Administration, with majors in Accounting and Finance, from Miami University in Oxford, Ohio. He is securities registered in Ohio, Arizona, Florida, Michigan, North Carolina, Pennsylvania, and Virginia, and able to offer life and disability insurance. He served the industry as a member of Nasdaq’s Quality of Markets Committee from 1996-2000, and holds several FINRA licenses, including the series 4, 7, 24, 55, 9/10 and 66.
Del Duffy has more than 20 years of Financial Services experience, with nearly half of that spent dedicated to Credit Union industry as a Financial Advisor. Prior to that, he served as a Branch Manager at both Fifth Third and Wells Fargo.Del is a graduate of Miami University in Oxford, Ohio and holds a Bachelor of Science degree with concentrations in Finance and Accounting. He is registered as a General Securities Representative and holds his Ohio insurance license. In 2011, Del completed the qualifications to earn the designation of CERTIFIED FINANCIAL PLANNER™ professional.
Derek is a Financial Advisor on KEMBA Financial Credit Union’s Retirement Planning and Investment Services team, available through CUSO Financial Services, L.P. (“CFS”).* Derek holds Series 7 and 66 FINRA Licenses, along with his Ohio Insurance license for life and disability. He is currently securities licensed in Ohio and Wisconsin.
Derek’s journey to becoming a financial advisor, began with studying engineering at Ohio State. He then took an interest in entrepreneurship by conceiving and creating his own health and wellness business in 2008. He grew his business by attracting both private investments and acquiring city and government contracts, further expanding through partnerships with other companies in 2011. While managing and running the overall business, Derek discovered his passion for finance, prompting him to begin his financial services career with Huntington National Bank. Derek was a Manager with Huntington until 2012, when he became a branch manager at KEMBA Financial’s Clintonville location. While there, he quickly became a top performing manager. Following his passion for investments, he became a Financial Advisor in 2017.