Our Team

Derek’s favorite place is in the conference room creating solutions for clients!  His mission is supporting his clients in pursuing their financial goals and dreams…… helping their children attain secondary education, assisting with retirement income streams, and assisting in wealth transfer for generations to come. This is the typical day for Derek, and he loves it!

“I have the world’s best job,” says Derek.  “On a daily basis, I get to watch fantastic clients interact with the best employees in the world!  What could be better than that!?!” His encouragement and positive outlook on life often bless his clients and his fellow employees. Serving with integrity is the tone from the top that Derek often mentions.

When not in the office, Derek will probably be found on a Lake Michigan salmon boat or chasing animals around the mountains of Colorado and Wyoming! Derek enjoys fitness and has run several marathons. He greatly enjoys working on farms, but he is very social as well, as his many friends and church family will attest! Derek married his high school sweetheart, Jennifer, in 1991. They have 3 children, Adeline (husband Perry), Avery (wife Riley), and Anya.

Matt joined our Flora office the summer of 2013. As a wealth management specialist, he spends much of time assisting clients with  welcomed stress relief. For many, trying to comprehend all the nuances of the financial world is overwhelming – let alone trying to use that information to make decisions about their future! With a Bachelor’s Degree from Purdue University in Financial Counseling & Planning, Matt is passionate about helping clients pursue the goal of financial independence!!

Matt is an active member of the Delphi Lion’s Club. Matt is married to his high school sweetheart, Jenny, and they reside in southern Carroll County with their 4 children. Outside of the office, Matt enjoys spending time with his family, camping, watching, or playing sports, traveling, hiking, and just about anything outdoors. They are very active with their Northview church family.

Jonny is part of our Lafayette office team. Although for many years Jonathan’s career was in EMS, his true passion was in serving others in any way possible. He fell in love with finance, budgeting, debt resolution, and long-term financial planning just as a hobby. He never dreamed that he would do it for a career! But here he is today, part of our talented and dedicated investment team! “I am so blessed to do what I love…. helping others to a better place in life,” says Jonny! And we say, “Jonny, your enthusiasm and encouragement is infectious to us all!”

Jonathan is married to his sweetheart, Brooke, and they reside in Flora with their two sons, Colton and Taysom. Jonathan and Brooke are passionate about giving back to their local community. Thus, they are very active in youth ministry at Victory in Christ Fellowship where they attend church. When Jonathan is not at work, he enjoys vacationing with his wife or just chasing his boys around the house. Jonathan is a true sports junkie, willing to watch or play any sport involving a ball! And if the Cubbies are playing, you can bet Jonny is cheering!!

Amber is a resident of Bringhurst. She married her husband, Grant, in 2009 and together they have 4 kiddos. Audrey, Paisley, Bohdy, and Wiley.  They keep Amber and Grant very busy in sports and other extra-curricular activities! As a family, they also enjoy spending time together outside, swimming, and raising & showing swine.  Amber loves being a difference maker. She loves pouring into and volunteering with her community youth group and she enjoys a challenge. Whether that is running a 5k or finishing a great book in 2 days, Amber is up for it!