Derek Kyler

Associate Advisor

Derek Kyler

Derek is an Associate Advisor who works with young athletes, emerging professionals, and their families as they navigate early financial decisions, career transitions, and new opportunities. His focus is on bringing clarity and structure to what can often feel like a fast-moving and uncertain time, helping clients make thoughtful decisions and build a strong foundation for the future.

A graduate of Dartmouth College, where he played quarterback for the football team, Derek developed a disciplined approach to preparation, leadership, and teamwork that continues to shape the way he serves clients today. He is committed to building lasting relationships and helping clients navigate important financial decisions with confidence.

Currently pursuing his CERTIFIED FINANCIAL PLANNER® certification, Derek combines thoughtful analysis with a practical, personalized approach to financial planning. Whether working with families, guiding the next generation of professionals, or helping athletes navigate new opportunities, he is passionate about making financial planning approachable and empowering clients to move forward with clarity.

Outside the office, Derek enjoys exploring Chicago, golfing, spending time with friends, and cheering on the Chicago Bears during football season.

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A Comprehensive Guide To Safeguarding Your Financial and Family Wealth.

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.

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