Derek's journey at Coyle is rooted in his unwavering commitment to shared goals, a trait honed during his collegiate athletic career at Dartmouth College. Leading teams taught him the power of collaboration and commitment, values he finds mirrored in Coyle's principles.
In wealth management, Derek discovers his daily purpose by helping families secure their financial futures and unique potential. He's motivated by the idea that he's contributing to a lasting legacy of financial security. His mission is to provide tailored financial solutions to empower families to achieve their dreams.
Derek holds a BS in Government from Dartmouth College and is pursuing an MBA at the University of Pittsburgh Katz Graduate School, specializing in finance and investments. His academic background equips him to navigate financial intricacies and provide comprehensive guidance.
Beyond work, you'll find Derek exploring Chicago, golfing, socializing with friends, and passionately supporting the Bears every Sunday.
Gary Klaben’s book, The Wealth of Everything: A Wealth Management Approach to Addressing the 5 Financial Concerns of Successful Families, addresses the topics of Wealth Preservation, Wealth Enhancement, Wealth Transfer, Wealth Protection & Charitable Giving.
This book will guide you through both the art and science involved in comprehensive wealth management. Use it as a quick reference resource that you can consult time and again as you and your advisory team build a strong trust relationship and bring your path to continued success into focus.
Start the conversation today by reaching out to our team.