Derek Riddle, CFP®, CRPC® joined Donaldson Capital Management in March 2021 and serves clients as Lead Investment Advisor. An Evansville native, Derek graduated from the University of Southern Indiana in 2008 with a Bachelor of Science in Radio and Television Broadcast Technology. After college, Derek joined Charles Schwab’s High-Net-Worth Active Trader Team in Phoenix, Arizona. In this role, Derek enjoyed providing client education on how to read charts, actively trade using technical analysis, and different options strategies. In 2011, Derek completed his MBA at the University of Phoenix.

In 2013, Derek relocated to Indiana and married his beautiful wife and best friend, Christine. He has provided support for a Hedge Fund for Securities, Software, and Consulting and was an experienced Financial Consultant and a successful Branch Manager with TD Ameritrade. Derek earned his Chartered Retirement Planning Counselor® (CRPC®) designation in 2018. In 2023, Derek completed the CFP Board’s requirements for certification and obtained the Certified Financial Planner™ designation.

Derek’s wife, Christine, is the physical education teacher at Scott School on the Northside of Evansville, where they purchased their first home together. Derek and Christine love watching college basketball and attending as many University of Kentucky games as possible. In addition, they have two Siberian Huskies named Koda and Krue that keep them very busy and active.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.