Clinton Akerberg CSRIC™
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...
Julia McCormick CDFA® RICP® CFP®
Managing Partner, Personal CFO
Julia McCormick, CDFA® RICP® CFP® is a dedicated Personal CFO focusing on holistic wealth management. Julia is passionate about helping her clients...
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
Partner, Client Operations
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...
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...
Zoe Pins
Account Executive
Zoe recently joined the team as an Account Executive. She is currently a senior at The University of Iowa planning to graduate this May with a degree...
