Derek Lawson, Ph.D., Cfp®

Derek Lawson, Ph.D., Cfp® Email and Phone Number

Partner, Chief Compliance Officer @ Priority Financial Partners
Des Moines, IA, US
Derek Lawson, Ph.D., Cfp®'s Location
Manhattan, Kansas, United States, United States
Derek Lawson, Ph.D., Cfp®'s Contact Details

Derek Lawson, Ph.D., Cfp® personal email

Derek Lawson, Ph.D., Cfp® phone numbers

About Derek Lawson, Ph.D., Cfp®

I am a Certified Financial Planner at Priority Financial Partners, based in Durango, CO, but serve clients virtually across the country. I am also an Assistant Professor and Undergraduate Program Director in Personal Financial Planning at Kansas State UniversityI have an extensive background in the industry including my role with a previous fee-only advisory firm, having served as Secretary for the National FPA NexGen group, the National Association of Personal Financial Advisors Genesis group as the Social Media & Marketing Strategist, as well as served the role of Treasurer for the Financial Therapy Association. I have a passion for helping young professionals better understand the world of personal finance.My research focuses on relationship dynamics, physiological stress, financial therapy, behavioral finance, and consumption decisions, with a primary focus of young adults in their mid-twenties and thirties. I have published in the Journal of Financial Planning, Journal of Financial Therapy, Journal of Financial Counseling and Planning, Financial Services Review, and co-authored a couple book chapters on money scripts, money behaviors, client psychology, and on property and casualty insurance. I received my Ph.D. in Personal Financial Planning from Kansas State University, an M.S. in Family Studies and Human Services with an emphasis in Personal Financial Planning from Kansas State University, and a B.B.A. in Finance from the University of Iowa.In my spare time I enjoy playing ice hockey and being outdoors with my wife Ashley, daughters and our two dogs.

Derek Lawson, Ph.D., Cfp®'s Current Company Details
Priority Financial Partners

Priority Financial Partners

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Partner, Chief Compliance Officer
Des Moines, IA, US
Derek Lawson, Ph.D., Cfp® Work Experience Details
  • Priority Financial Partners
    Partner, Chief Compliance Officer
    Priority Financial Partners
    Des Moines, Ia, Us
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  • Kansas State University
    Assistant Professor
    Kansas State University Jun 2019 - Present
    Manhattan, Ks
    Undergraduate Program Director as of January 2023Courses taught:PFP 472 - Personal Income Tax Planning (Fall)PFP 482 - Personal Investment Concepts 2/Wealth Management (Spring)PFP 468 - Practice Management (Spring)PFP 772 - Graduate Level Personal Income Tax Planning (Summer)PFP 808 - Research Cluster on Structural Equation Modeling (2nd & 3rd-year doctoral students; Fall)PFP 956 - Experimental Research & Design (3rd-year doctoral students; Summer)Past:PFP 460 - Retirement Planning (Fall)PFP 305 - Advanced Personal Financial Planning (Fall & Spring from 2019 - Spring ‘22)PFP 579 - Pre-Internship (Fall '19)*Serve as Academic Advisor to FPA K-State student organization.
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  • Priority Financial Partners
    Partner, Chief Compliance Officer
    Priority Financial Partners Jun 2020 - Present
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  • Priority Financial Partners
    Partner, & Certified Financial Planner
    Priority Financial Partners Nov 2018 - May 2020
    We work virtually with our clients. Our firm is headquartered in Durango, CO; I work out of Manhattan, KS.
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  • Priority Financial Partners
    Certified Financial Planner
    Priority Financial Partners Mar 2017 - Oct 2018
    Durango, Co; Des Moines, Iowa Area
    At Priority Financial Partners, we work with clients in Durango, Denver, and Boulder, CO, as well as Des Moines, IA, and across the country to offer a paradigm shift from traditional advisors, driven by opaque commissions and outdated schemes, to a forward-thinking approach that puts client interests first. See more at www.PriorityFP.com
  • Priority Financial Partners
    Financial Planning Associate
    Priority Financial Partners Jan 2016 - Feb 2017
    Part-Time associate CFP helping firm’s lead advisor with back-office planning and business-related processes.
  • Texas Tech University
    Instructor
    Texas Tech University Aug 2018 - May 2019
    Lubbock, Texas Area
    Taught undergraduate Retirement Planning and Wealth Management, and graduate Wealth Management.
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  • Financial Therapy Association
    Treasurer
    Financial Therapy Association Feb 2015 - Dec 2017
    The Financial Therapy Association (FTA) is a professional organization comprised of practitioners and scholars from the fields of mental health (e.g., marriage and family therapists, counselors, psychologists, social workers, life coaches) and financial services (e.g., financial planners, financial counselors, financial educators, financial coaches).Financial Therapy seeks to integrate of cognitive, emotional, behavioral, relational, and economic aspects that influence financial well-being, and ultimately, quality of life. Financial therapy professionals understand the interpersonal and intrapersonal aspects of money and utilize this knowledge to help clients achieve their financial goals. Financial therapy scholars are dedicated to producing and sharing clinical, experimental, and survey research that progresses the field of financial therapy.
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  • Financial Planning Association (Fpa)
    Nexgen Secretary
    Financial Planning Association (Fpa) Jan 2015 - Dec 2016
    FPA NexGen is a community for FPA members age 36 and under that focuses on the next generation of financial professionals.
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  • Financial Planning Association Of Greater Kansas City
    Director Of Nexgen
    Financial Planning Association Of Greater Kansas City Jan 2015 - Jun 2015
    Kansas City, Missouri Area
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  • Napfa Genesis
    Social Media Coordinator/Committee Member
    Napfa Genesis Jun 2014 - Jul 2016
    Served as the Social Media and Marketing coordinator for NAPFA Genesis, a peer-to-peer networking group for fee-only financial planners in their early career (age 33 and younger). An initiative of NAPFA, we work to create an environment that encourages our members to navigate and grow as young fee-only advisors.
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  • Sonas Financial Group, Inc.
    Staff Financial Planner
    Sonas Financial Group, Inc. Apr 2012 - Dec 2015
    Kansas City, Missouri Area
    • Created a database and OneNote system on all clients to easily update basic client information without having to re-do the process each time.• Provided support for comprehensive financial planning clients by gathering data, developing financial plan analysis and scenarios, packaging and posting meeting materials and managing meeting notes and action items• Attended, observed and participated in client meetings• Managed meeting notes and action items• Prepared financial plan updates for clients• Assisted in helping complete action items for clients• Engaged in investment and financial planning research• Researched, reviewed and implemented technology solutions to help get the firm established in the cloud. The goal was to be able to let employees work anywhere, anytime.• Partnered with the Chief Compliance Officer to ensure compliance-related items were completed in a timely matter• Other projects and research at the discretion of the President / Head Financial Planner.
  • Financial Planning Association Of Greater Kansas City
    Director At Large
    Financial Planning Association Of Greater Kansas City Jan 2014 - Dec 2014
    Served as one of the Directors at Large on the board for the FPA of Greater KC.The Financial Planning Association of Greater Kansas City is the preeminent organization for financial planning professionals in the Greater Kansas City area, Northern Kansas and Western Missouri. The FPAGKC provides a forum for education and career development for its members while adhering to the highest ethical and professional standards.
  • University Of Iowa Men'S Ice Hockey
    Advisor To The Board Members & Coaching Staff
    University Of Iowa Men'S Ice Hockey Jul 2011 - Jun 2013
    • Brought in sponsorship dollars to help fund the team’s travel expenses, funding all travel expenses the 2011-2013 seasons, estimated at approximately $100,000• Oversaw all board members are acting and performing their duties in an appropriate fashion• Supervised the development and maintenance of the budget with the Treasurer• Answered questions from the coaching staff regarding the ACHA and/or the University of Iowa, among others• Participated in league meeting to help establish the regular season & post season game schedules, along with the coaching staff • Ensured the club adhered to the collegiate athletics guidelines
  • University Of Iowa Men'S Ice Hockey
    Treasurer
    University Of Iowa Men'S Ice Hockey Apr 2007 - Jun 2011
    Iowa City, Iowa Area
    • Developed, incorporated and maintained an accounting system• Prepared monthly, quarterly and yearly budgets for distribution to board members• Maintained an up-to-date cash flow statement/analysis• Ensured all purchases were within budget by working with the President• Collected all dues/fundraising monies from members and club event sponsors• Teamed with the University of Iowa Recreational Services department to ensure our accounting records were in-line with their records on us• Wrote all club checks for game officials and other necessary items• Recorded all executive board meeting minutes
  • University Of Iowa Men'S Ice Hockey
    Vp, Director Of Operations
    University Of Iowa Men'S Ice Hockey Jun 2008 - Jun 2010
    Iowa City, Iowa Area
    • Coordinated all game-day operations of the team• Arranged game officiating crew• Represented the club at MACHA league meetings with the General Manager and President• Assisted the General Manager in conducting board meetings• Expanded the Board of Directors by adding a Director of Marketing and Secretary position for the 2009-2010 season• Partnered with the President and Director of Marketing to create a marketing plan• Solicited funding from the UI Student Government and other UI sources.• Many other tasks as required
  • State Street Bank
    Accountant
    State Street Bank Sep 2011 - Mar 2012
    Kansas City, Missouri Area
    - Reviewed General Ledger accounts to ensure all account were accurate and up-to-date.- Calculated Net Asset Value of Funds- Researched any discrepancies as applicable- Created a training guide on how to review short-term assets and whether or not they priced accurately or not.
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  • Greater Des Moines Habitat For Humanity
    Vp, Finance
    Greater Des Moines Habitat For Humanity Jul 2011 - Sep 2011
    Des Moines, Iowa Area
    • Assisted in the creation of the HYP financial account• Helped produce HYP annual budget and projections• Coordinated all financial matters with Greater Des Moines Habitat Finance Director• Involved in all board meetings until my departure because of my move to Kansas City
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  • New York Life Insurance Company
    Agent/Registered Rep
    New York Life Insurance Company Apr 2011 - Sep 2011
    West Des Moines, Ia
    - Met with prospective clients to determine if life insurance was a correct fit for them at the time.- Aided other representatives in the research of securities and solutions for current and prospective clients.- Studied for and passed the FINRA Series 6 & 63 exams to be licensed as a FINRA Registered Representitive.
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  • University Of Iowa
    General Manager
    University Of Iowa Jul 2010 - Jun 2011
    Iowa City, Iowa Area
    • Brought in sponsorship to fully fund all travel expenses for the 2010-11 season, estimated at approximately $50,000• Directed all executive board meetings• Represented the club on campus and in the community in conjunction with the Board Members and Head Coaches• Coordinated game-day operations of the team• Arranged game officiating crew• Represented the club at league meetings with the President and coaching staff• Headed the scheduling of games Varsity and JV• Organized all travel accommodations, including buses, hotel and meal arrangements• Partnered with the Director of Marketing to ensure the club’s apparel line was up-to-date and marketable• Oversaw the League Liaison to confirm the timely processing of all Collegiate & USA hockey documents• Maintained a membership directory to keep alumni connected
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  • University Of Iowa - Pomerantz Career Center
    Student Ambassador
    University Of Iowa - Pomerantz Career Center Aug 2010 - May 2011
    Iowa City, Iowa Area
    • Partnered with my PCC Program Director to identify campus organizations & recruiting efforts to ensure the program had a strong & effective presence on campus• Attended campus events such as info sessions, career/volunteer fairs, classroom presentations andnetworking events to help promote the PCC• Referred potential candidates to apply to certain program opportunities while communicating the programs benefits to the student• Represented the Pomerantz Career Center and it's programs while on-campus at all times
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  • Ovations Food Services, Lp
    Accounting Intern (At Iowa Speedway)
    Ovations Food Services, Lp Apr 2010 - Aug 2010
    •Oversaw accounting practices of staff for quality control (A/R, A/P, general accounting, etc.)•Reconciled sales reports prior to month end postings and calculated commissions earned•Collected data from multiple sources to generate many accounting reports for upper managementoReports such as Profit & Loss, month end, weekly catering and sales•Reconciled bank deposits to sales reports, inventory levels, payroll, A/R & A/P•Prepared current workbooks containing financial information by event type•Assisted HR in payroll entering, filing and organizing I-9 and other employee information•Conducted any audits as needed
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  • Iowa Dnr Budget & Finance Bureau
    Accounting Intern
    Iowa Dnr Budget & Finance Bureau Aug 2009 - Dec 2009
    Processed claims including audits, invoices and travel claims for paymentMaintained the department's cash management and revenue systemsProvided customer service associated with all accounts payable functionsTeamed with the Accountant 2 to review, reconcile and evaluate monthly procurement card statementsTracked, recorded, and researched property tax statements from all of Iowa's CountiesSustained multiple accounting databasesParticipated in a Cash Receivables Kaizen (Process Improvement) Event
  • Americorps
    Americorps Recovery Member
    Americorps Aug 2009 - Dec 2009
    Mapped out and conducted a volunteer effort to clean-up a Des Moines-area State ParkOrganized and petitioned for several volunteers to assist in the volunteer clean-up projectActively participated in a variety of projects related to the mission of the AmeriCorps and the Iowa DNR
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  • University Of Iowa
    Warehouse Assistant
    University Of Iowa Nov 2007 - Aug 2009
    Provided customers service and assisted with shipping and receivingKept track of all invoices and warehouse inventory
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  • Goalie Club
    Camp Counselor & On-Ice Instructor
    Goalie Club Jun 2003 - Jul 2007
    Instructed young ice hockey goalies in the basics of the positionProvided leadership and was accountable for all of the camp kidsTaught the kids to have fun, yet to work hard to get the most out of the camp

Derek Lawson, Ph.D., Cfp® Skills

Leadership Analysis Accounting Public Speaking Management Microsoft Office Time Management Retirement Planning Business Planning Budgets Hockey Cost Accounting Social Media Strategist Strategic Planning Social Media Problem Analysis Microsoft Excel Sports Management Non Profits Problem Solving Budget Development And Analysis Training Process Scheduler Coaching Microsoft Word Research Scheduling Powerpoint Forecasting Nonprofits Event Planning

Derek Lawson, Ph.D., Cfp® Education Details

Frequently Asked Questions about Derek Lawson, Ph.D., Cfp®

What company does Derek Lawson, Ph.D., Cfp® work for?

Derek Lawson, Ph.D., Cfp® works for Priority Financial Partners

What is Derek Lawson, Ph.D., Cfp®'s role at the current company?

Derek Lawson, Ph.D., Cfp®'s current role is Partner, Chief Compliance Officer.

What is Derek Lawson, Ph.D., Cfp®'s email address?

Derek Lawson, Ph.D., Cfp®'s email address is de****@****ail.com

What is Derek Lawson, Ph.D., Cfp®'s direct phone number?

Derek Lawson, Ph.D., Cfp®'s direct phone number is +151570*****

What schools did Derek Lawson, Ph.D., Cfp® attend?

Derek Lawson, Ph.D., Cfp® attended Kansas State University, Kansas State University, University Of Iowa - Henry B. Tippie College Of Business, Norwalk High School.

What are some of Derek Lawson, Ph.D., Cfp®'s interests?

Derek Lawson, Ph.D., Cfp® has interest in Fitness/health, Exercise, Home Improvement, Reading, Watching Auto Racing, Sports, Ice Hockey, Watching Sports, Cooking, Electronics.

What skills is Derek Lawson, Ph.D., Cfp® known for?

Derek Lawson, Ph.D., Cfp® has skills like Leadership, Analysis, Accounting, Public Speaking, Management, Microsoft Office, Time Management, Retirement Planning, Business Planning, Budgets, Hockey, Cost Accounting.

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