Derek began his career in accounting with YHB in 2011 after a graduating with a B.S. in accounting from Shepherd University. Derek became a licensed CPA in 2013. He is a member of multiple organizations, including the American Institute of Certified Public Accountants, the Virginia Society of Certified Public Accountants, and the President of the Tri-State Estate Planning Council.
As a member of the firm’s Family Legacy Services team, Derek has developed an in-depth understanding of individual, trust, estate and business taxation. Derek stays up-to-date with the latest trends and regulations, regularly attending courses specifically designed towards matters affecting his clients. Derek also assists with providing tax training and ongoing mentoring to YHB staff members.
Derek specializes in assisting individual and corporate fiduciaries with complex trust/estate tax and compliance related issues. In addition, he excels in providing individuals and business owners with sound tax and business planning, taking into consideration their unique concerns and issues. Aside from providing tax and compliance services, Derek also manages the firm’s fiduciary examination engagements for local financial institutions.
In order to best serve his client’s, Derek takes the time to fully comprehend the client’s situation and concerns. He then works closely with the client and other YHB industry leaders to develop a thorough strategy that works in the client’s best interest. Derek also takes the time to ensure the client understands the strategy and to makes sure the client is both comfortable and satisfied with his recommendations.