We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Tony Drake was born and raised in Milwaukee, Wisconsin. He graduated from Pius XI high school, went on to receive his Insurance Licenses, CFP® designation and finally a post graduate certificate from DePaul University. Tony is an Investment Advisor Representative and is licensed to manage money in the market. With over 10 years of experience in the financial industry, Tony has served clients from all over Wisconsin and specializes in asset protection and retirement planning.
In addition to serving his clients, he trains and mentors other financial professionals all over the country. He has made appearances on FOX6, CBS58, WISN12, The WallStreet Journal, Yahoo! Finance and makes weekly appearances on WTMJ-4 4 o’clock news. Additionally, he hosts a live “Retirement Ready” radio show on 620AM WTMJ Saturdays at 1:00pm. Tony lives in Oconomowoc and has three beautiful children. As a family they are avid downhill ski racers and participate in waterski tournaments all over the country. They are active members of the Pewaukee Lake Waterski Club. Tony owns two wire-haired pointing griffons and you can often find him pheasant hunting for fun and with friends.
Form ADV Part 2B – Individual | SEC BrokerCheck
Brad was born and raised in Southeastern Wisconsin and still resides there today. Brad is the father of a 6 year old son and has two German shorthair pointers, Charlie and Marley. Brad understands the importance of having a plan in place for retirement and strives to help educate families going into that season of life. Brad’s hobbies include spending time with his family, coaching and playing basketball and football; he also enjoys spending time outdoors. Brad is Insurance Licensed.
Luke’s past experiences in management and leadership allow him to plan for the unexpected. He knows that a vision of “what should be” does not always become “what will be”. He believes in the importance of financial security and has a passion for guiding clients to the best strategies to the goals of that family. Luke is always looking to better himself with new opportunities personally and professionally. Luke gets great reward from helping families plan for their retirement and taking stress out of their life as they go into the season of retirement. Luke was born and raised in Menomonee Falls, where he now resides with his wife. Together they enjoy outdoor sports activities and are always challenging each other. Luke has been flying for the past 10 years and is a commercial, multi-engine instrument rated pilot. He has bow hunted and gun hunted all over Wisconsin and parts of Montanta where he lived for two years while in college. He fills his winter months as a downhill ski coach at Ausblick Ski Hill that has 140+ athletes within the program. Luke is Insurance Licensed.
Ryan Voight was born and raised in Muskego, Wisconsin. Ryan graduated from the University of Wisconsin Milwaukee with a bachelors degree in Criminal Justice. Ryan specializes in budget creation and management. Ryan has always had a deep passion for helping others and after a life changing event that desire became even greater. This passion drove him to spend time as a volunteer firefighter, and to pursue positions in fitness and guest services where he could continue his passion to assist others. In his spare time, Ryan enjoys physical fitness activities, spending time with friends and family, and traveling.
Amanda is the oldest of four children and is a Wauwatosa native who now resides in Brookfield. She interned at a local credit union and ever since then has been specializing in helping people prepare financially for the future. She recognizes the urgency to properly plan for economic changes and makes a point to focus on creating a unique experience for all clients so they have the best retirement options available to them. It is important to Amanda, that every person who walks through the door feels like part of the Drake family! She is actively involved in her church, loves the outdoors and spends most of her time with her son Beckett and their dogs. Amanda is Insurance licensed.
Blake began his professional career in Las Vegas, helping small businesses meet their financial goals. He then moved back to the Midwest and joined the Drake & Associates client services team in 2016. Blake supports and manages our client process. He is a graduate of Iowa State University – College of Business. Outside of work he and his girlfriend, Carie, enjoy socializing with family and friends, playing with their two dogs, Mya and Loki, and adventuring to new places.
Born and raised on the East Coast, Amber has a been an admin assistant and office manager; experience that primed her for her current position as Tony Drake’s personal assistant. In addition to making Tony’s day run smoothly, Amber lends a hand at in the office greeting clients or helping out on projects. An avid hiker, Amber spends time exploring Wisconsin with her rescue dog, Cash, who is named after Johnny Cash as a tribute her favorite performer. Whenever she can, Amber takes the opportunity to head back to the East Coast to visit with family.
Raised in Wisconsin, Nikki attended UW-Stout’s Fine Art program and specialized in Graphic Design. Her previous roles working in the financial industry bring an impressive portfolio of experience to Drake & Associates. Nikki’s expertise in web and print design, social media, as well as client materials and advisor support, keeps our firm well-represented in the market. It’s not enough to create artwork during business hours, Nikki is an avid photographer and painter, as well as, a passionate equestrian. She enjoys living in the Lake Country area, training and riding her horses, and hiking with her dog Lexi.