portrait of Derek M Henze

Derek M Henze

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Focus Areas

  • Entrepreneurs & Business Owners
  • Military Professionals & Veterans
  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies

Personal Interests

  • Golfing
  • History and Museums
  • Spending Time with Family
  • Traveling
  • Volunteering

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Office Information


Office Hours
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed


(855) 393-9949

Branch Team

  • Orissa Wooden
    Sr. Branch Office Administrator
  • Amanda Renly
    Branch Office Administrator

Office Address

691 S Janesville St
Milton, WI 53563
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