Broker Check
Derek  Kilibarda

Derek Kilibarda

Case Design Associate

As a case design associate, my roles consists of working in tandem with our wealth advisors to provide superior service and results for clients. My job duties include performing detailed analysis of clients’ financial goals.

I am a graduate of Winona State University with a bachelor's degree in Finance. I am passionate about staying up to date on the latest advances in the wealth management industry to aid in finding smart, creative ways to help our clients pursue their financial goals and I am dedicated to building lasting relationships with them.

Outside of the office, I enjoy spending my time being as active as possible whether it is exercising, snowboarding, golfing, basketball, I try to have fun in whatever I do. I also love fishing and spending time with my friends and family.