Our Team

Derek Grimmer

CFP®, CPFA®

Lead Financial Advisor, Director of Wealth Information Systems

Professional Experience

Why did you choose your profession?

To help people. Personal finance is complicated, and there are people in the industry who provide more confusion with opaque fees and fancy finance language. My goal is to sift through the various complexities of a client’s financial situation to provide clarity, confidence, and comfort.

What is your favorite thing about being part of the Hurlow team?

The people I work with. John and Mike have built a great team of helpful, knowledgeable, and personable people who are all dedicated to providing the best advice and service to our clients.

What causes are you passionate about?

Financial literacy among young adults and under-served individuals and families.

What do you love to do outside of work?

I love to stay active. In the summer I love going to the lake and wake-boarding; in the winter I love snowboarding and very excited to start planning a trip out west to be able to get on real snow on real mountains.  If weather does not permit those activities, I enjoy reading and the NFL RedZone channel.

What is a fun fact about you?

Although I am an Indiana University graduate, I can still be seen cheering for Purdue sports. I blame my grandpa and dad for that.

Education and Affiliations

Educational Background

  • 2019: Indiana University – Kelley School of Business; Bachelor of Science in Business, Major in Finance & Operations Management

Professional Designations

  • 2022: Certified Plan Fiduciary Advisor (CPFA® )
  • 2021: CERTIFIED FINANCIAL PLANNER® professional
  • 2019: Series 65
  • 2019: Financial Planning Association; Pro Bono Financial Planning Certificate

Professional Organizations

  • Financial  Planning Association of Greater Indiana (FPA) – Member
  • Estate Planning Council of Indianapolis – Member
  • National Association of Plan Advisors (NAPA) – Member

Are you ready to experience the Hurlow difference? Schedule a 15 minute no-obligation call with a member of the Hurlow advisory team.