Client Login 401(K) Login Contact Us

190 Buckley Drive
Rockford, IL 61107


Derek A. Carter ,

Due Diligence, Onboarding, and Integration Manager
Member Owner

Derek has been involved in the financial services industry since 2001. He earned a bachelor of science degree in political science from the University of Wisconsin and a master’s degree in business administration from Edgewood College.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and Certified Financial Planner™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.