Derek joined the firm in August 2023 as a Retirement Advisor at Soltis Investment Advisors. With over four years in financial services, Derek’s focus encompasses comprehensive financial planning and investment advice. He collaborates closely with investment committees and participants, crafting tailored plans to secure their financial futures.

Derek’s educational background is equally impressive, with a Bachelor of Science in Personal Financial Planning from Utah Valley University and a master’s degree in taxation (MTax) from Florida Atlantic University’s Executive master’s program. His commitment to professional excellence is underscored by his attainment of the CERTIFIED FINANCIAL PLANNER™ designation.

Beyond his professional pursuits, Derek maintains a balanced lifestyle. He finds solace and vitality in his gym routine and cherishes moments spent with his loved ones. An avid sports enthusiast, Derek’s passion extends to boxing, where he finds both excitement and inspiration.