Derek Welch | Source | Vice President and General Counsel at The Hebets Company

Derek Welch is Vice President and General Counsel at The Hebets Company (Hebets), an NFP Company. He has extensive experience in advanced planning, complex tax laws, and protection strategies. Specifically, he advises clients on financial planning and tax-advantaged strategies that include life insurance, annuities, long-term care, and retirement planning vehicles for their individual and business needs. At Hebets, he provides in-house legal counsel on a range of governance and compliance matters. His guidance gives health systems, hospitals, and Federally Qualified Health Centers (FQHCs) opportunities to grow compliantly and retain talent through executive compensation and total rewards strategies.

Prior to Hebets, Derek was a Senior Director of an Advanced Consulting Group Practice at Nationwide, where he led a team of planning experts in collaboration with advisors in the life insurance distribution network. He began his career at UBS as an Investment Advisor. His experience as both an advisor and a plan consultant gives him a deep understanding of client needs. Derek is known for his ability to manage complex cases and communicate these complexities to clients in a manner that gives them clarity and confidence in their decisions.

Derek obtained his J.D. from The University of Cincinnati and his B.A. from Ohio State University. He holds Chartered Life Underwriter (CLU) and Chartered Financial Consultant® (ChFC) designations from The American College of Financial Services.