Derek M. Dockendorf
Derek Dockendorf is a Partner providing comprehensive tax and compliance services, estate planning, business succession, charitable planning as well as retirement services for individual clients. He also assists with complex tax and financial issues.
Derek analyzes data and makes financial recommendations, helping clients solve issues and providing clarity, particularly when things are most complicated. He goes beyond the numbers, cultivating long-term relationships and serving as an advisor for his clients.
Prior to joining the firm, Derek was leader of the Private Client Group at Lurie LLP, a Minneapolis-based accounting and advisory firm, which provided clients with solutions in accounting, audit, tax planning and wealth management, serving business leaders in a wide variety of industries including healthcare, professional services, technology, manufacturing, real estate and more.
- Private Client Services
- Trusts & Estates
Credentials & Education
- Certified Public Accountant (CPA)
- Certified Financial Planner (CFP®)
- American Institute of Certified Public Accountants
- Minnesota Society of Certified Public Accountants