DIRECTOR OF PLANNING
Derek Martin Lewis
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.
CPA, North Carolina License
CFP®, Certified Financial Planner
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
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Director of Wealth Management
Chief Investment Officer
Director of Operations
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