Derrek joined Moneco Advisors in 2021 as a Managing Partner, bringing over 2 decades of experience in the financial services industry. In 2025, he was appointed Chief Wealth Officer (CWO), with firmwide responsibility for the strategic oversight and delivery of Moneco Advisors’ wealth management and financial planning functions. In this role, Derrek sets the direction for the firm’s wealth management platform, grounded in trust, long-term relationships, and thoughtful client advocacy.
Experience:
In a previous role, he not only worked with clients building their financial plans, but he also took a leadership role in training other advisors in financial planning and best practices. Derrek lives by the philosophy of being an advocate for clients and enjoys building a close relationship with each family he serves.
Education & Certifications:
Derrek has also always had interest in the financial markets and the economy as a whole and graduated from Bucknell University with a BA in Economics. (*CRPC conferred by the College for Financial Planning.)
Personal:
When not in the office advocating for his clients and team members, Derrek is very involved within the New Canaan community where he resides. He is an active member at The Congregational Church of New Canaan, where he is a past Deacon, he volunteers time as a New Canaan rec league soccer coach and can be often seen bopping around Caffeine and Carburetors just down the street from the office. He and his wife, Polly, enjoy cheering on their two sons, Jack and Grant, who are fully engaged in youth travel soccer. When time permits, the whole family is passionate about skiing and retreating to Lake Sunapee, New Hampshire for some rest and relaxation.
