Derek is a Client Accounting & Advisory Services (CAAS) Manager on the Private Client Services Team, providing accounting, bookkeeping, payroll, and financial advisory services. He works closely with our tax team to deliver seamless, end-to-end support for clients.
Derek has experience with a diverse range of clients, including high net worth individuals, family offices, closely held businesses, and real estate investment entities. He prioritizes working with complex client structures, streamlining accounting processes, and developing solutions that give clients a clear and accurate financial picture.
Throughout Derek’s fourteen years of experience, he has successfully managed the transition of complex client accounts, implemented new accounting systems, and coordinated multi-entity consolidations that improved accuracy and efficiency.
Professional & Business Affiliations
Washington Society of Certified Public Accountants (WSCPA)
American Institute of Certified Public Accountants (AICPA)
Education
Bachelor of Accounting, Central Washington University
Professional Certifications
Certified Public Accountant
Derek loves road trips and traveling, especially visiting Vancouver every month. He values spending quality time with his wife who works in the medical industry, and their son. Derek also Iikes to snowboard, golf, and has recently become a fan of the Seattle Kraken.
