Our Team

After a professional baseball career, Derek returned home to Portland in 2000 and began a financial services career, at UBS Paine Webber.  Derek continued his financial advisory career which culminated in creating Duke Financial Partners in 2016.  Derek wanted a firm where he could provide advice to business owners in the Pacific Northwest and beyond.  Derek, his wife Nicole, and their three children reside in Lake Oswego. They are avid sports fans who live an active lifestyle, including golf, running, and biking.  They can commonly be found at college baseball fields around the country following their two boys and watching their daughter play volleyball.

Michael has spent over 20 years working in asset management and corporate retirement plans.  Michael worked at providers such as SEI, Transamerica, and EMPOWER.  In 2007 he pioneered merger & acquisition strategies for retirement plans that eased the transition burden for acquired companies and their employees.  Michael transitioned to an advisory role in 2018 to be in a better position to counsel his clients implementing long term strategies around retirement, executive benefits, and retention.  When not at work, Michael, his wife Aimee, and their two children can be found on their hobby farm in Oregon City tending to their livestock or watching his beloved New York sport teams lose yet another game.