DIRECTOR OF PLANNING

Derek Martin Lewis

 

 
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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.

 

 

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.
— Derek Martin Lewis
 

 

Area of Focus

All areas of Financial Planning: Cash Flow Planning, Risk Management, Tax Strategies, Retirement Planning, Investments Planning, Estate Planning.

 

 

Education

 

 

Professional Designations

  • CPA, North Carolina License

  • CFP®, Certified Financial Planner

 

 

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

 

LEARN MORE ABOUT:

SAM SWISHER
Director of Wealth Management

PAUL BOGGS
Chief Investment Officer

DEB DAGILUS
Director of Operations


 
 

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