Derek is a detail-oriented, young professional who has a passion for helping people achieve financial peace. He has a B.S. degree in Finance from the University of Colorado at Colorado Springs and has started the process to obtain his Certified Investment Management Analyst ® (CIMA®) designation from the Investments and Wealth Institute’s CIMA® registered education program with Yale School of Management. Upon completion of his CIMA®, he will engage in education toward receiving the CERTIFIED FINANCIAL PLANNERTM designation. Derek moved to Colorado Springs from his home town of Pueblo, Colorado to further his education in business as well as compete for the UCCS Track and Field team. As a full time Financial Advisor he strives to help people achieve their financial goals and have a strong peace of mind along the way!
Derek joins our team after being a leader and captain of the Track and Field team at UCCS. He was part of the class that started the program during his freshman year and eventually led the team to its first indoor and outdoor RMAC Championships in team history. He too has his own RMAC championship title in the high jump, clearing a height that at the time was the fourth highest jump in Division II and qualified him for the NCAA Indoor Track and Field championships. Derek brings the same energy from his days as an athlete to the team at Integrity.
Derek has become increasingly engaged in the composition of our clients’ portfolios. He has been a contributor to Integrity Wealth Advisors’ Investment Committee where his research has helped the team improve the underlying investments used in portfolios. He is very active in monitoring and performing due diligence on the firm’s alternative assets. His attention to detail and hunger for learning new skills provides a great asset to the Investment Committee and to Integrity as a whole.