Derek Lee

Derek is passionate about helping his clients pursue their financial goals through investment and insurance planning. He helps individuals, families, businesses, and business owners.

Derek joined Lee Financial Services in 2019. Previously, Derek worked as a CPA and in finance leadership roles for Sysco Food Services. He has over 20 years of accounting, financial, and business management experience.

Derek earned his BA and MBA degrees from the University of St. Thomas in St. Paul, MN. He is also life, accident and health licensed, holds his Series 7 and 66 licenses with LPL Financial, and is an investment advisory representative with LPL Financial.

Derek is an avid fisherman. He and his wife, Tracy, enjoy cooking for and entertaining family and friends at their lake cabin. Derek, Tracy, and their children are always up for the next fun adventure. They currently live in Fargo, ND.