Job Title: Financial Advisor
Focus: Emerging Investors, Retirees / Retired Business Owners, 3(38) Investment Manager / 3(21) Fiduciary, Tax Smart Indexing
After one conversation with Derec, you’ll quickly learn two things about him: he sees the glass half-full (always), and more importantly, he is incredibly passionate about helping others, particularly when it comes to their finances. Together, these qualities make Derec a valuable and integral member of Wipfli Hewins’ advisory team, on which he helps individuals, families, small business owners and retirement plan participants pursue their current and future financial goals and move forward with confidence.
For Derec, becoming an advisor wasn’t just a case of random circumstance; the career path was a conscious decision born out of firsthand experience. Growing up, Derec discovered that the right financial tools and resources could provide people with promising opportunity and protection in the face of the uncertainty. Today, that purpose and compassion are the foundation of Derec’s advisory approach, and he brings both qualities into every meeting with his clients.
"My goal is to simplify my clients’ lives and give them peace of mind in knowing that they have a sound plan in place and a partner in their success."
- Derec Mieden
Whether it’s the business owner in need of a sound retirement plan, or the family hoping to finance their children’s education, Derec helps his clients visualize and develop big-picture strategies for the future through interactive and ongoing financial planning. He starts every relationship by cultivating an understanding of his clients’ background, life story and prior experiences with finance, and uses those findings to tailor their financial plans appropriately. Thinking forward, Derec actively collaborates with his clients’ network of tax, insurance and estate planning professionals to help ensure that every aspect of their financial plan is integrated and customized to their unique needs, today and tomorrow.
Helping others isn’t just a trademark of Derec’s advisory work; it’s a constant theme that defines his personal and professional life. When he isn’t working with his clients, Derec is an active volunteer with Junior Achievement USA, an organization dedicated to empowering youth to achieve future financial success.
A Career in Personal Financial Planning and Retirement Planning
- Financial Advisor, Wipfli Hewins Investment Advisors, LLC
- Associate Advisor, Wipfli Hewins Investment Advisors, LLC
- Business Continuity Intern, State of Wisconsin Investment Board
- Bachelor of Science (B.S.) degree in Personal Finance, University of Wisconsin-Madison