CALIFORNIA CONSUMER - Key Persons
Professional Experience: Derek has been with DSB Wealth Management since 2014 and is the V.P. of Wealth Management. He specializes in comprehensive financial planning for individuals and families through the use of life insurance, retirement plans, and college savings accounts.
Education: Derek has a bachelor's degree in Management with a concentration in Finance from Purdue University in West Lafayette. He became a CERTIFIED FINANCIAL PLANNER™ practitioner in 2022 and holds the Behavioral Financial Advisor™ designation. He also has successfully completed the Series 7 and 66 exams and is a licensed Insurance Agent in Indiana.
Hobbies: Derek's hobbies include fishing, hiking, camping, and sports. He volunteers his time serving on the DeMotte Chamber of Commerce board of directors and also as a deacon at 1 st CRC of DeMotte.
Job Titles:
- Client Relationship Specialist
Professional Experience: Jenny joined the DSB Wealth Management team in 2008 as their Client Relationship Specialist after her work with real estate title insurance. She is the first face you see when you walk in the door! Jenny assists by on-boarding new clients and preparing for review appointments. She also assists in planning for the workshops and seminars that the department hosts.
Education: Jenny has successfully completed the Series 6 and become a Registered Office Assistant.
Hobbies: Jenny's hobbies include camping, reading, quilting, and spending time with her family.
Professional Experience: Norma joined DSB Wealth Management in 2018 after 15 years at JP Morgan Chase. She holds the Series 7, Series 63, Series 65, and Indiana Life and Health Insurance License.