Derek Ballinger

I am endlessly facinated by financial markets and economics. I love this field because there are so many niche topics to learn that all tie into the big picture of the global economy.

I work closely with Nate to construct investment strategies for Crosby Advisory Group. I'm always looking for new and innovative technology to help optimize client portfolios to achieve designated strategy goals. As a licensed financial advisor, I also work with clients to develop customized plans for retirement goals. Last year, I sat for and passed the November 2024 CFA Level 2 exam and am currently a CFA level 3 candidate sitting for the August 2025 exam.

I also work with CAG Marketing clients to streamline their business processes and apply the latest marketing technology to their business. If you need help with web design, SEO and video editing, give me a call. 

I graduated with honors from The Ohio State University with a specialization in Economics & Philosophy. I currently live in Denver, Colorado where I spend any free time playing chess, training jiu jitsu and snowboarding with my fiancé Lily and dog Eva.