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 Insurance Company. His training included aspects of risk management, investment planning and estate planning with an emphasis on retirement planning. Through this emphasis, Joel became an Investment Specialist with Mass Mutual. There he worked as the go to person for all investment/securities related questions, was a liaison with the home office in Massachusetts and was a backup supervisory licensed representative.

In this light, Joel spends his time counseling pre‐retired and retired individuals as well as corporations seeking advice and consulting services with an emphasis on retirement, tax, investment and estate planning. After 15 years with Mass Mutual, Joel made the decision to join DFG in 2005 to provide his clients the potential benefits of a truly independent financial planning firm. In 2021, Joel joined the Wealth Consulting Group, and became a Registered Representative of LPL Financial. Joel is also a member with Retirement Plan Advisory Group (RPAG), a frontline alliance of accomplished advisors whose goal is to produce enhanced value for sponsors of and participants in qualified and non-qualified retirement plans. As the nation's largest provider of retirement plan consulting, RPAG provides practice management for 370 subscribing firms, 740 advisors in 45 states, 21,000 plans and $86 billion in collective assets under advisement.

Joel and his wife, Trish, were married in 1992 and together have 2 children, Brennan and Lauren. In his spare time, Joel enjoys golf, trips to the lake and is a long-time fan of the Iowa Hawkeyes! Joel believes his clients are better served when they can make informed decisions and takes pride in his ability to turn complicated concepts into understandable action items.

"RPAG is not affiliated with The Wealth Consulting Group, WCG Wealth Advisors, LLC, or LPL Financial"