Derek Cheshire

As an Advisor on the Erin Hadary Team, Derek Cheshire helps clients bring clarity and coordination to the many decisions affecting their financial lives. Drawing on experience in comprehensive financial planning, wealth management, and tax preparation, he considers each client’s complete financial picture and helps shape advice around their individual needs and goals.

Derek Cheshire has worked with clients from a variety of backgrounds, including high-net-worth and ultra-high-net-worth individuals. As both a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent, he brings particular insight into how tax considerations fit within a broader financial plan. His thoughtful, integrated approach supports the team’s commitment to helping clients navigate significant changes with greater clarity, confidence, and less financial stress.

Derek Cheshire joined Moneta in 2026, drawn to the firm’s fee-only, fiduciary model and its belief that integrity and trust are fundamental to meaningful financial advice. He also valued the collaborative culture he encountered, where financial planning, tax, and investment expertise come together to provide coordinated, personalized service.

Before joining Moneta, Derek Cheshire held financial planning and advisory roles with Scholar Financial Advising, Origin Financial, Townsend Retirement, U.S. Bank Wealth Management, and Ethos Financial Partners. He also worked as a tax preparer with Level10 CFO. He earned a Bachelor of Business Administration in finance from New Mexico State University and holds an MBA.

Outside of work, Derek Cheshire enjoys spending time with his wife and two sons, often at his sons’ sporting events. He also enjoys cooking, reading, hiking, and traveling.