Broker Check

Meet Derek

Derek Drege


As a North Dakota native and lifelong resident, Derek has a day-to-day understanding of the region’s booming energy, agriculture and technology industries. He also greatly believes in partnering with other trusted professionals to greater serve his clients. This has led to an expanding national footprint of clientele. His involvement in the Big Brother Big Sister Program, Fargo Moorhead West Fargo Chamber, Downtown Referral Club and Williston Chamber of Commerce, help him stay close to the communities he serves.

He has a passion for learning, which is why he’s an active member of MDRT (Million Dollar Round Table) and seeks continued education as well as the latest in industry practices and strategies. In 2018, he completed a three-course certification to become a Certified Family Business Specialist through the American College to greater serve and understand the closely held businesses he loves working with.

Derek lives in West Fargo with his fiancé, Liz and his two German short-hairs Rhett and Indy.

My approach adds perspective to all we do and provides increased benefits to our clients.

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.