Derek Robinett, CPA, PFS, CFA

Founder & CEO

Phone: (432) 349-3706

Fax: (432) 224-1090

Email: Derek@basinwealth.com

Derek Robinett is a well-educated, experienced financial executive. As a CPA, he has been preparing complex tax returns for high net-worth individuals and businesses for over ten years. As a CFA (Chartered Financial Analyst), he is proficient in creating and managing portfolios. And, as a PFS (Personal Financial Specialist), he is able to integrate his knowledge of investments and tax into your personal financial situation to help you reach your financial goals.  

Derek was raised in DeLeon, Texas and spent five years as a cryptologic technician in the Marine Corps. In 2010, he moved to Midland where he currently resides with his wife, Heather, who teaches at Midland ISD. They have two children, Emily and Ryan. Together, they enjoy music, theater, musical theater, traveling and cooking on the patio.

Professional Experience:

• 7+ years as a CPA in a tax practice
• 8+ years as an investment advisory representative
• 2+ years as an accountant in the oil & gas industry
• Compliance Officer with the Texas Comptroller
• Professional education:
  • Bachelor of Science degree in Spanish, Wayland Baptist University (2005)
  • Master of Business Administration, concentration in Quantitative Finance, University of Texas at San Antonio (2009)

Professional licenses:

• Certified Public Accountant (2011)
• Chartered Financial Analyst (2013)
• Personal Financial Specialist (2017)
• Texas Life & Health Insurance agent
• Texas Property & Casualty Insurance agent

As a Community Member:

• Assistant Treasurer, Fannin Terrace Baptist Church
• Treasurer, Permian Basin CPA Chapter
• President, Midland-Odessa Business Estate Council

Amicus Financial Advisors, LLC

Amicus Financial Advisors, LLC is an SEC-registered investment adviser based in Lubbock, Texas.

Amicus has been providing financial planning services to clients since 2004, and has served as the investment adviser for Basin Wealth Management since 2021. Some of their services include comprehensive, fee-based financial planning, non-legal trust and estate planning, investment advice and asset management services. To learn more, visit their website at www.amicusadvisors.com.