Derek is a Financial Advisor on KEMBA Financial Credit Union’s Wealth Management 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.