About Us

Our Story

Since 2002, Drake & Associates has guided hundreds of people in navigating the confusing world of retirement planning. We have built a retirement-focused advisory team that cares about their clients as individuals. Retirement planning is not just for the wealthy; our clients come from all walks of life but share common goals: peace of mind, freedom, good health and family.

We focus specifically on retirement planning, and our “One Plan, One Coach” approach sets us apart from other firms. In addition to implementing investment strategies, we offer accountants for tax return preparation; health insurance agents to sort through long-term care, Medicare Supplements and Advantage; and an on-site elder law attorney to help with wills, trusts and powers of attorney. Our holistic approach provides support for clients in areas they may not have known they needed.

We work

For You

At Drake & Associates, our team of professionals helps identify your needs while accounting for your dreams. Then, we get to work to build a plan that fits your unique lifestyle. While we offer our professional guidance, you’re in control every step of the way.

Tony Drake, CFP®

Founder & CEO

Brad Allen

Financial Advisor

Tom Neumann

Director of Wealth Management

Financial Advisor

Winner of 5 Star Wealth Manager - 2022

Julie Lendman

Financial Advisor

Randy Winkler

Financial Advisor

Wendy Peperkorn, CFP®

Financial Advisor

Mark Flatow

Chief Operating Officer

Brenda Roberts

Director of Marketing

Brennan Davison

Paraplanner

Devin Vanwalleghan

Business Development Coordinator

Julie Martin

Client Service Specialist

Sarah Nelson

Client Service Specialist