Tony Drake was born and raised in Milwaukee. He graduated from Pius XI high school, went on to receive his insurance licenses, CFP® designation and finally a post graduate certificate from DePaul University. Tony is an Investment Advisor Representative and is licensed to manage money in the market. With over 10 years of experience in the financial industry, Tony has served clients from all over Wisconsin and specializes in asset preservation, retirement planning and tax strategies.
In addition to serving his clients, he trains and mentors other financial professionals all over the country. He has made appearances on Milwaukee’s FOX-6, CBS-58, WISN-12, NASDAQ, USA Today, Forbes, US News, Wall Street Journal, Yahoo! Finance and makes regular appearances on Milwaukee’s WTMJ-4 news. Additionally, he hosts a live “Retirement Ready” radio show on 620AM WTMJ Saturdays at 1:00pm.
Tony lives in Oconomowoc and has three beautiful children. As a family they are avid downhill ski racers and participate in waterski tournaments all over the country. Tony owns wire-haired pointing griffons and you can often find him pheasant hunting with friends.
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