Derek Strong

Derek joined our team in May 2022 and is an Investment Advisor Representative through United Planners. Derek began his career in financial services in 2018 to continue to pursue his passion for finance and economics. Derek specializes in comprehensive financial planning for individuals, and small business owners, with an emphasis on medical practice owners. He provides investment advisory services, retirement distribution planning, practice succession, estate planning and tax strategies. Derek is general and uniform securities licensed (Series 7 & 66) and life and health licensed in several states. Derek is a graduate of the University of Wisconsin Eau Claire where he earned a BS in Business. In addition, Derek holds two professional certifications: he is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and a Certified Investment Management Analyst® (CIMA®). 

Derek says: “I started my career in finance to pursue my love for continued learning and helping others. Working with medical practice owners, other small business owners and individuals is extremely rewarding because I can combine deep financial expertise with an understanding of the unique challenges of running a privately held business. Every business, and every family is different, so I help in a vast number of ways - from optimizing business cash flow and retirement plans to coordinating taxes, investments, and personal goals - all to help my clients become wealthier, wiser and more financially secure."
 

Derek lives in Victoria and loves spending time with his wife Megan, (their cat Callie) family and friends. When Derek's not at the office with clients, you'll find him traveling around the world to his favorite windsurfing destinations.