About Derek
Derek has more than ten years of financial industry experience. His primary responsibilities include participating in the managed securities research subcommittee, which is the backbone of the investment selection process for participant-directed retirement plans, and coordinating the firm’s investment service with participant-directed retirement plan sponsors. He liaises and advises plan sponsors with recordkeepers, administrators, custodians, and other professional service firms engaged by, or needing to be engaged by. our plan sponsor clients.
Derek was a college student-athlete playing Division I and Division II men’s soccer. Outside of the office, he has served as a soccer coach for the Sunshine League, a sports program for special needs children and adults.
Education and Professional Milestones
- Joined Focus Partners Wealth through the firm’s merger with Stellar Capital Management
- Joined Stellar Capital Management in 2013 as an intern, which led to his current role with research and retirement plans
- Holds the CPFA designation, which is awarded to financial professionals who demonstrate expertise and experience working with retirement plans, including 401(k)s, 403(b)s, and other defined contribution plans
- Is a member of the Central Arizona Estate Planning Council and the Western Pension & Benefits Council
Derek has more than ten years of financial industry experience. His primary responsibilities include participating in the managed securities research subcommittee, which is the backbone of the investment selection process for participant-directed retirement plans, and coordinating the firm’s investment service with participant-directed retirement plan sponsors. He liaises and advises plan sponsors with recordkeepers, administrators, custodians, and other professional service firms engaged by, or needing to be engaged by. our plan sponsor clients.
Derek was a college student-athlete playing Division I and Division II men’s soccer. Outside of the office, he has served as a soccer coach for the Sunshine League, a sports program for special needs children and adults.
Education and Professional Milestones
- Joined Focus Partners Wealth through the firm’s merger with Stellar Capital Management
- Joined Stellar Capital Management in 2013 as an intern, which led to his current role with research and retirement plans
- Holds the CPFA designation, which is awarded to financial professionals who demonstrate expertise and experience working with retirement plans, including 401(k)s, 403(b)s, and other defined contribution plans
- Is a member of the Central Arizona Estate Planning Council and the Western Pension & Benefits Council