Derek Bohne, ChFC®; CLU® Partner / Senior Wealth Advisor
Derek earned a B.A. in Business and Finance from Southern Utah University. He holds the Chartered Financial Consultant and Chartered Life Underwriter designations from the American College.
He holds a FINRA Series 6, 26, 63, 65, and 7, as well as a Life and Health Insurance license.
Derek primary focus is helping clients create optimal retirement plans. He is a strong proponent of putting his client’s interest first, which is what drew him to the fiduciary space. He understands that each client is unique so their plan should be too, and he has an unwavering commitment to providing excellence across his entire advisory team. By always listening first and then providing advice that is delivered with transparency, Derek helps each client balance their needs of today with guidance that focuses on where they want to be in the future.
Practice Focus
- Financial Education
- Retirement Planning
- Investment Advise
- Tax Mitigation Planning
- Medicare and Long-Term Care
When he is not working, Derek loves spending time with his wife Camille and their 6 married children and spouses and eight grandchildren.
He enjoys the outdoors, playing the guitar, and reading.
He has been active and held many leadership roles within the financial services industry.
Derek has served as the State President of NAIFA (The National Association of Insurance and Financial Advisors and has been an active member since 1992.
