With over 7 years in the Financial Services industry, Derek is dedicated to helping individuals and families achieve their financial goals. With a strong foundation in financial planning and investment strategies, he and his team offer tailored advice to ensure your financial future is secured. His approach is client focused, aiming to provide clear, actionable guidance that aligns with your unique needs and aspirations.
Derek joined Wilson Bank & Trust Investment Services in 2023 and holds his Series 7, Series 66, Life and Health Insurance licenses. Before he served as a Registered Sales Assistant at CAPTRUST and UBS.
Derek attended Tennessee Technological University, graduating in 2015 with a bachelor’s degree in business management. He then pursued his MBA at Middle Tennessee State University, graduating in 2017.
Originally from Lebanon, TN, he currently lives in Nashville, TN. Derek is actively involved in both Nashville and Mt. Juliet communities serving on the Board of the Nashville Junior Chamber, graduating from their Leadership Institute in the Fall of 2023 and is a member of the Nashville Ski Club and Mt. Juliet Chamber of Commerce. In his free time, Derek enjoys hiking, snow skiing, traveling, cheering on the Tennessee Titans and Vols and spending time with his friends and wife, Mackenzie.