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Derek provides personalized wealth planning solutions for high-net-worth families, business owners, executives and retired individuals to help them achieve their goals. He advises clients on investment management, tax planning, cash flow analysis, estate planning, wealth transfer strategies and the sale of family-held businesses.

Prior to joining Mariner Wealth Advisors, Derek was a financial advisor and senior portfolio advisor at Merrill Lynch Wealth Management. There, he provided comprehensive wealth management to a select group of executives, business owners and affluent families. He also worked with attorneys, CPAs and advisors to help coordinate estate and succession planning.

Derek has a Bachelor of Science in Business Administration degree and MBA, both from Wayne State University, and a Juris Doctorate degree from the University of Detroit Mercy School of Law.