Meet Our Experienced Team

Your goals are our priority.

Managing your assets today and planning for your future requires a dedicated approach from experienced professionals. LPL Financial (LPL) Advisors at KEMBA Wealth Management are passionate about serving you and helping you reach financial goals.

You'll benefit from competitive rates and exemplary service from a team that customizes solutions to fit your needs and remains available anytime to provide guidance and financial education. Through this long-term relationship, you'll be empowered to take control of your financial future.

Dedicated Advisor

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Getting to Know You

Our first step is to get to know you, your feelings towards investing, your current financial situation, and your goals.

Creating Your Strategy

Your experienced advisor will create a personalized strategy based on your unique situation, goals, life stage, and appetite for risk.

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Keeping You on Track

Your advisor will help you continuously evaluate your decisions to ensure you stay on track and make adjustments as your needs change throughout various stages of life.

our team

Invested in you

Matthew Lee

Financial Advisor

mlee@kemba.org | 614.324.8329 | Request Appointment

Matt has more than 33 years of Financial Services experience, with 8 years as Financial Advisor at KEMBA Financial Credit Union. He earned a Bachelor of Science in Business Administration, with majors in both Accounting and Finance, at Miami University in Oxford, Ohio. He holds multiple FINRA Licenses, including the Series 7 and 66 and is registered in many states. Matt is also licensed in Ohio to offer Life, Disability, and Long-Term Care Insurance.

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, Hawaii, and Virginia, and is licensed in Ohio to offer Life, Disability and Long-Term Care 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, 9/10, 24, 55, 66. He now volunteers his time in our community through involvement in the Columbus Northern Lions Club, a non-profit charity, dedicated to many community and humanitarian programs.

Proudly serving Columbus, Whitehall, New Albany, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

Proudly serving Columbus, Whitehall, New Albany, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

Nick Rupert

Financial Advisor

nrupert@kemba.org | 614.729.1484 | Request Appointment

Nick is a Financial Advisor at KEMBA Financial Credit Union. Prior to joining KEMBA, he served on FinTech startup LendKey Technologies Loan Analyst Team and U.S. Bank’s Commercial Banking Program. He currently holds Series 7 and 66 FINRA licenses and is securities registered in Ohio, Michigan, and Florida. Additionally, he is insurance licensed in the state of Ohio and Florida.

Nick earned a Bachelor of Science degree in Finance from Miami University in Oxford, Ohio. Nick is a lifelong resident of the Columbus, Ohio area and is committed to financial awareness and educational development of the community.

Proudly serving Columbus, Whitehall, New Albany, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

Del Duffy, CFP

Financial Advisor
Certified Financial Planner™

dduffy@kemba.org | 614.729.1416 | Request Appointment

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.

Proudly serving Columbus, Whitehall, New Albany, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

Frank Sberna

Financial Advisor

fsberna@kemba.org | 614.729.1304 | Request Appointment

Frank has more than 30 years of Financial Services experience, with over 14 years at KEMBA Financial Credit Union. He earned a Bachelor of Science in Business Administration from Thomas More University in northern Kentucky. Frank holds Series 7 and 66 FINRA Licenses and is registered in Ohio and Florida. In addition, he is licensed to offer life, long-term care, and disability insurance in Ohio, Kentucky, and Florida.

Frank has a deep-rooted passion for helping others, and is committed to providing financial education. He is a longtime resident of Pickerington, Ohio and is married with two daughters.

Proudly serving Columbus, Whitehall, New Albany, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

Derek Sears

Director of Wealth Management
Program Manager & Financial Advisor

dsears@kemba.org | 614.448.2197 | Request Appointment

Derek is a Financial Advisor on KEMBA Financial Credit Union’s Wealth Management team, securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).* 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.

Proudly serving Columbus, Whitehall, New Albany, Clintonville, Westerville, Hilliard, Bellefontaine, Grove City, Reynoldsburg, Powell, Pickerington, and Gahanna.

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