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PLAN. INVEST. ENJOY LIFE

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Derek J. Winn, CFA®

Derek J. Winn, CFA®

Derek J. Winn, CFA®

Email: dwinn@mpcadvisers.com

Derek advises families and business owners in the areas of wealth accumulation, distribution and generational transfer. He draws from two decades of experience as a practitioner as well as his deep commitment to the study of markets, investments, and behavioral finance. Derek approaches his clients with a genuine interest in their wellbeing, implementing strategies that reflect their unique circumstances and objectives.

Derek grew up in Janesville, attended college in Madison, then relocated to Brookfield with his wife, a Milwaukee area native. A proud family man, he appreciates all that Southeastern Wisconsin has to offer, especially its friendly people, excellent public schools, and short commutes. He is a history buff and music aficionado, two hobbies that help balance his busy professional and family roles.

Education and Professional Credentials

  • B.S., University of Wisconsin - Madison
  • M.B.A., Beta Gamma Sigma, University of Wisconsin - Milwaukee
  • Chartered Financial Analyst (CFA) Charterholder

Fun Facts

  • Favorite Food

    Apples

  • Best Sports Team

    Elmbrook United Soccer

  • Something You Can't Live Without

    Podcasts

  • Favorite Part
    of Your Day

    Early Morning After Coffee

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16655 W Bluemound Road Suite 150
Brookfield, WI 53005

262.785.1005

262.785.9237

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Securities and advisory services offered through Woodbury Financial Services, Inc., member FINRA/SIPC and registered investment advisor. Insurance offered through MPC Advisers and is not affiliated with Woodbury. Woodbury Financial Services does not provide legal or tax advice. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. The representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, NC, NE, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI.

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