Our Qualifications

  1. Asset allocation & professional money management,
  2. Protecting/preserving wealth,
  3. Providing investment income during your lifetime and
  4. Distribution of assets effectively at death.*

Rachel Waltjen, our full-time assistant, is a Senior Registered Client Associate with over 19 years of industry experience. As a vital member of our team, she assists clients with all administrative issues.

*Drake-Kinzer Wealth Management and Wells Fargo Advisors Financial Network do not provide tax or legal advice.

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