Derek Lewis, CFP® CPA
“I really enjoy working with the R.P. Boggs team, helping clients meet all of their retirement goals. It makes me happy to see retirees having a fun eventful retirement, whether they are going on cruises, helping their grandchildren, or giving to their favorite charities.”
Professional Designations
CPA, North Carolina License
CFP®, Certified Financial Planner
Derek is in charge of day-to-day financial planning and prepares detailed comprehensive financial plans for clients. He also runs tax projections and implements tax strategies to help save money for clients.
Originally from Lake Wylie, Derek joined us in 2012 after a career in public accounting in Charlotte and financial planning in Charleston. Derek enjoys golf, tennis, and watching college sports. He is also active in charity organizations, currently serving as Membership Chair for the River Hills/Lake Wylie Lions Club (Lion of the Year Recipient) and Treasurer for the Lake Wylie/Clover MayDay Project.
Area of Focus
All areas of Financial Planning: Cash Flow Planning, Risk Management, Tax Strategies, Retirement Planning, Investments Planning, Estate Planning.
Education
Bachelor of Science in Accounting, Clemson University
Master of Taxation, University of South Carolina
Work Background
Tax Consultant, Deloitte & Touche, CPA’s – 3 years
Tax Department, Cherry Bekaert, CPA’s – 3 years
Director of Planning, Cummings Wealth Management Group – 5 years
Corporate Tax Departments – 5 years
R.P. Boggs, Director of Planning – 2012 to present
Ready to Take the Next Step?
Schedule your complimentary “Get Acquainted” meeting