Derek A. Lemke, CFP®

Derek Lemke is a Certified Financial Planner (CFP®) with over 16 years of investment and financial planning experience. Upon completion of his Bachelor’s Degree in Aviation Science & International Studies from Salem International University, Derek began his successful career as a commercial pilot. In January of 2002, he made a career change and entered the Financial Services Industry where he has been providing financial planning and investment management services to his clients.

To improve on his ability to address client needs, Derek has incorporated the eMoney Advisor platform as part of his practice which enables him to assist clients in wrapping their arms around complex financial planning situations. This commitment to clients is also the basis for his decision to accept the offer to join Ellis Investment Partners, LLC, where as a new team member, Derek will be able to utilize a more hands-on and customized approach in the management of client portfolios. His involvement in the Investment Committee Meetings will provide direct access to updated Research & Analysis which is vital in making portfolio decisions within dynamic capital market conditions.

Derek holds the Certified Financial Planner (CFP®) designation from The American College. He also serves on the Executive Board for the Society of Financial Service Professionals.

Prior to joining Ellis Investment Partners, LLC, Derek was associated with Key Advisors Group from January 2002 to January 2015.

Derek and his wife Melanie have been married for seven years, have one daughter.

Email: derek.lemke@ellisinvestmentpartners.com

 

Money Matters TV – 2016 – Derek Lemke – Interview