Address:

3106 Ingersoll Avenue
Des Moines, IA 50312

Phone:

515-277-6462

Fax:

515-348-6438

Clinton Akerberg

Managing Partner, Personal CFO
An entrepreneur by nature with a passion for finance, Clinton’s core competency lies in identifying effective and efficient solutions to complex...

Joel Drake

Managing Partner, Personal CFO
Joel's career in financial service began immediately after his graduation from Drake University (Finance) in 1991 when he joined Mass Mutual Life...

Jackie Akerberg

Operations Manager
Jackie’s core competency becomes apparent in her love for the organization. She ensures we have a process to support everything we do. This makes her...

Nikki Reichardt

Director of Client Relations, Office Manager
Nikki’s core competency is her in-depth knowledge of wealth management and tax implications as well as her genuine care for our clients’ needs and...

Pam Traeger

Client Services Manager
Pam Traeger joined Joel Drake at MassMutual in 2000 as a part-time assistant while her sons were in school. Now she is a full-time Client Services...