Derek is a Financial Advisor.

Get to know Derek.

At SYM

Derek has worked in the financial services industry since 2012 and has extensive experience working with families of many ages and across the wealth spectrum.  He is a learner and educator at heart.  One of the things Derek loves most about his job is helping clients gain clarity and confidence in their financial picture, at all stages of life.

Credentials

Bachelor of Arts in General Studies – Indiana University

CERTIFIED FINANCIAL PLANNER™

Community

Member Music Team and Small Group Leader- Genesis Church

Favorite Book(s)

The Intelligent Investor by Benjamin Graham
Mere Christianity by C.S. Lewis

Personal Pursuits

Derek and his wife Lori have three kids and enjoy fishing, camping and exploring the outdoors.  Derek is a lover of music and has played the drums for twenty years.  He is also an avid road cyclist and mountain biker.

As life events and stages demand adjustments to your financial plan, SYM’s mission is to proactively attend to your financial realities as your advocate so that you can focus on relationships and enjoying life. To have SYM Financial Advisors Indianapolis work for you call 800-888-7968 or email info@sym.com.