Brian DrakePresident
Phone: 508 945-5050 Mr. Drake is a Registered Financial Consultant (RFC). He has extensive experience in retirement planning and distribution and has studied in detail what to expect in the near future when the baby boomer generation starts funding their retirement. Mr. Drake has personally studied with Ed Slott, CPA, who is a nationally known expert on retirement plans. Mr. Drake has been trained by Ed regarding the various distribution rules, court cases, IRS Rulings, plan rollovers, inherited IRAs and the serious mistakes made by retirement plan owners when designating beneficiaries.
In addition to Drake Saunders & Diwinsky, Drake owns IRA Consultants LLC and is a Certified Medicaid Financial Planner. He also serves as an officer on the Executive Committee for Alzheimer's Services of Cape Cod & The Islands and is on the board of directors for Hospice & Palliative Care of Cape Cod. ![]()
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104 Crowell Rd Phone: 508-945-5050 |

*All advisory services are offered through JWKodak Capital Management, LLC (“JWKodak”), an investment adviser registered with the U.S. Securities and Exchange Commission with offices in Austin, Texas and Chatham, Massachusetts. JWKodak and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which JWKodak maintains clients. JWKodak may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notification requirements. For information pertaining to the registration status of JWKodak, please contact the SEC or the state securities regulators for those states in which JWKodak maintains a notice filing. A copy of JWKodak’scurrent written disclosure statement discussing JWKodak’sbusiness operations, services, and fees is available from JWKodak upon written request. “Drake, Saunders & Diwinsky’s web site is limited to the dissemination of general information pertaining to securities advice and advisory services, together with access to additional investment-related information, publications, and links. Drake, Saunders & Diwinsky, LTD. and JWKodak are separate not affiliated companies; however, Brian Drake and Jane Bourette, employees of Drake, Saunders & Diwinsky, are investment advisor representatives with JWKodak. The company, Drake, Saunders & Diwinsky, Ltd is NOT an investment advisor or licensed in any way to provide investment advice.
The publication of this web site on the Internet should not be construed by any consumer and/or prospective client of Drake, Saunders & Diwinsky, LTD or JWKodak’s asolicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Content in this website is for informational value only. Please consult an investment advisor representative before implementing any strategies discussed. Past Performance is no guarantee of future results.