Derek Bock works with business owners, executives, and multi-generational families to navigate complex financial, estate, and succession decisions. With more than 20 years of experience, Derek is known for integrating investment strategy with business planning, estate and trust considerations, and long-term family objectives.

For nearly his entire career, Derek has been a business owner himself. He founded his first business while still in high school and, except for a brief period early in his career, has continuously owned and operated businesses. A few years after entering the financial services industry he helped launch a wealth management practice, giving him firsthand insight into the opportunities, risks, and responsibilities faced by entrepreneurs.

Clients value Derek’s ability to provide clarity at pivotal moments such as liquidity events, succession planning, and multi-generational wealth transfer. He frequently serves as the coordinating advisor among attorneys, CPAs, trustees, and other professionals to ensure financial decisions remain cohesive and aligned with long-term goals.

For more than two decades Derek has also advised professional athletes, including numerous NFL players, guiding them from their rookie contracts through retirement while helping them navigate complex financial decisions for themselves and their families.

Outside the office Derek enjoys boating and snowmobiling. He and his wife Holli share their home with their Rottweilers Kane and Maverick (“Mav”) and take pride in mentoring Milan and Josh, who came from Canada to attend Canisius High School and are now pursuing MBAs in finance.