Joel Drake is a Settlement Consultant with Sage Settlement Consulting and a Financial Advisor with Diversified Financial Group (DFG) and FSC Securities Corporation in West Des Moines, IA. In addition to offering comprehensive settlement consulting services, Joel currently manages close to $200 Million in total client assets via his work with DFG.
Joel’s career in the financial industry 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 spent 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 decided to join DFG in 2005 to provide his clients with the potential benefits of a truly independent financial planning firm.
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 two children, Brennan and Lauren. In his spare time, Joel enjoys golf, trips to the lake, and is a longtime 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.