Derek joined Soltis Investment Advisors in August of 2023 as a Retirement Advisor. Prior to joining Soltis Investment Advisors, he worked for over four years in financial services including comprehensive financial planning and investment advice. He works with investment committees and participants to help build plans for their financial future.

Derek graduated from Utah Valley University with a B.S. in Personal Financial Planning and with a master’s degree in taxation (MTax) from Florida Atlantic University’s Executive master’s program. Derek holds the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of work, Derek loves to spend time at the gym and with his family and friends. Derek enjoys sports and is an avid boxing fan.