Derek 平淡无奇, CPA, PFS, CFP®
Partner, Investment Advisors
教育
University of Tennessee, 诺克斯维尔, Business Administration-会计
Derek 平淡无奇 is a Partner with LBMC Investment Advisors, LLC. He joined the firm in 2008.
He regularly works with clients in the areas of investment strategy development, asset allocation planning, integration of investments with tax planning, and in-depth portfolio analyses. Derek has over sixteen years’ experience in public accounting and financial advisory services. He was honored in 2016 with the AICPA ‘Standing Ovation’ Honor as a Top Young CPA in Personal Financial Planning.
LBMC Investment Advisors, LLC is approximately a $1.9 billion Registered Investment 咨询 Firm located in 纳什维尔, Tennessee. Over the years, LBMC Investment Advisors was named among the Top 1,200 Advisors by Barron’s in 2024; received the CPA 财富 Provider’s Financial Planning Award in 2021; and earned the Investment News Financial Advice Best Practice Award by 会计 Today in 2016.
Certifications
- Certified Public Accountant (CPA)
- Personal Financial Specialist (PFS)
- Certified Financial Planner (CFP®)