About Us

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.

Our Purpose

We guide GOOD people to make GREAT decisions so they can ENJOY retirement.

Our Promise

We promise:To be a trusted partner as we navigate through your retirement journey.
To provide ongoing guidance, support, and personalized solutions.
To provide education for better decision-making.

Our Core Values

Create the Ultimate Client Experience
Entrepreneurial Spirit – embrace fear, try new things, aspire to grow
Extreme Ownership – be accountable, no excuses
Work Like a Duck
Respect the Family

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

5 Star Wealth Manager 2023

Tom Neumann

Director of Wealth Management

Financial Advisor

5 Star Wealth Manager 2022

Randy Winkler, CFP®

Financial Advisor

Shaun Quirk, CFP®

Financial Advisor

Jacob Thomfohrda

Financial Advisor

Robin Rettschlag

Director of Operations

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Tobie Green

Office Manager

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Gleb Sergeyev

Director of Marketing

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Anna Hogan

Brand Manager & Marketing Specialist

Emily Mainz

Executive Assistant

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Brennan Davison

Paraplanner

Garrett Wilson

Paraplanner

Ty Williams

Client Service Specialist

Sarah Nelson

Client Service Specialist

Morgan Spangler

Client Service Specialist

Carina Salvadori

Client Service SpecialistLEARN MORE >

Anthony Zimdars

Business Development Coordinator

Charlie Parish

Business Development Coordinator

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Rachel Nelson

Client Experience Specialist

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Elyse Eggers

Client Experience Specialist

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Aly Drake

Client Experience Specialist

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

5 Star Wealth Manager 2022

Tom Neumann

Director of Wealth Management

Financial Advisor

5 Star Wealth Manager 2022

Randy Winkler, CFP®

Financial Advisor

Shaun Quirk, CFP®

Financial Advisor

Jacob Thomfohrda

Financial Advisor

Robin Rettschlag

Director of Operations

Tobie Green

Office Manager

LEARN MORE >

Gleb Sergeyev

Director of Marketing

LEARN MORE >

Anna Hogan

Brand Manager & Marketing Specialist

Emily Mainz

Executive Assistant

LEARN MORE >

Brennan Davison

Paraplanner

Garrett Wilson

Paraplanner

Tykia Williams

Client Service Specialist

Sarah Nelson

Client Service Specialist

Morgan Spangler

Client Service Specialist

Carina Salvadori

Client Service Specialist

LEARN MORE >

Anthony Zimdars

Business Development Coordinator

Charlie Parish

Business Development Coordinator

LEARN MORE >

Rachel Nelson

Client Experience Specialist

Elyse Eggers

Client Experience Specialist

LEARN MORE >

Aly Drake

Client Experience Specialist

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