Thanks so much for your interest.
The best way to shift your thinking about financial services is to set up a meeting with us. We’ll sit down and talk - human to human - about how we can add our strengths to yours.
I’m a family man, as you can see. Along with my wife, Jen (an elementary schoolteacher), we have three daughters which make my life about as big an adventure as yours is. So I get it when you come to me with questions about how to plan for a secure financial future.
I started this company because I want to change the way financial services are delivered - and that’s why you don’t see a picture of me in a suit. As the founder and Chief Compliance Officer of TreMonte Financial, my goal is to bring my 12+ years of experience to the table; and while we’re sitting there, we’ll design your financial future together.
We’re located at 1014 Sixth Street, Traverse City MI 49684
Awards and Certifications
University of Michigan, Ann Arbor (Bachelor of Science, 2005)
Certified Financial Planner (CFP®) (2012)
Derek has been authorized by the Certified Financial Planner Board of Standards (CFP® Board) to use the certification marks CFP® in accordance with CFP® Board certification and renewal requirements. These marks identify those individuals who have met the rigorous education, examination, experience and ethical requirements of the CFP® Board.