CPA, CFP®, CEPA, MAS
Financial Advisor / Member Owner
Each client has a unique story and a unique set of goals. My job is to provide wise counsel to help achieve those goals through the planning process. As everyone's life journey is ever-changing, proactive planning and a sound investment strategy provide a strong foundation to help build confidence and peace of mind.
Drake has been involved in the financial services industry since 2015. Prior to joining Savant, he was a senior assurance associate at a public accounting firm where he helped perform financial statement audits on diverse clientele in various industries.
Drake earned a bachelor of science degree in accountancy and a master of accounting science degree, both from the University of Illinois. He is a Certified Public Accountant (CPA), a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Exit Planning Advisor (CEPA), and a member of the American Institute of Certified Public Accountants (AICPA). Drake is a 2019 graduate of Leadership Rockford, the Chamber’s signature leadership development program, and served as a moderator for the 2020 class. In 2022, he was recognized by the Chamber as one of 40 Leaders Under Forty.
Drake and his wife Danielle live in Rockford and are enjoying the exciting stages of parenthood with their daughter Delilah. In his free time, he enjoys boating on the Rock River and Lake Redstone, fishing, hiking, traveling, and playing softball. Drake volunteers at Rock House Kids, a local nonprofit that serves Rockford’s inner-city children.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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