Drake is an investment advisor responsible for client relationship management, financial planning, asset allocation and investment strategy. Drake also focuses on business development for the Schwab Advisor Network division at InterOcean Capital. Prior to joining InterOcean Capital, Drake worked as a Vice President for Henry+Horne Wealth Management, a Registered Investment Advisor. Drake earned a Bachelor of Science in Business Management from Arizona State University. Drake is a CERTIFIED FINANCIAL PLANNER™ professional and is currently the President Elect of the Financial Planning Association of Greater Phoenix (FPAGP). In 2024, Drake will serve as President of the FPAGP followed by Chairman of the Board in 2025.
10 Years Investment Experience