As members of Drake-Kinzer Wealth Management, Glenn Drake, Managing Principal and CERTIFIED FINANCIAL PLANNER™ professional, and John Kinzer, Managing Principal and CERTIFIED FINANCIAL PLANNER™ professional, have over 61 years of combined industry experience helping investors work toward meeting their financial goals. Our collective knowledge and insight allow us to customize strategies to match your unique investment needs. Whether your situation requires focused one-on-one attention or the experience of each team member, we will tailor investment plans to your specific situation and help you select the appropriate investments for your financial goals.
We help our clients create strategies in four main areas:
- Asset allocation & professional money management,
- Protecting/preserving wealth,
- Providing investment income during your lifetime and
- 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.