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Meet The Team

Derek

MEET DEREK CORNELIUS

Licensed Finanical Professional:

Derek A. Cornelius grew up in Charlotte, and is dedicated helping individuals achieve their health and financial goals. Derek's clients appreciate his holistic approach to planning. Specializing in the use of Life Insurance, Long Term-Care, Medicare, and Asset Planning for a better retirement.


Committed to professional education as a means to better serve his clients, Derek holds advance designations of Chartered Retirement Planning Counselor (CRPC) and Certified Long-Term Care (CLTC). Derek believes a strong community presence and a solid professional foundation is key to success in helping people. Derek also teaches a Medicare/Long Term Care pre-licensing course at a local community college.