Brian Drake

Brian Drake

President

Phone: 508 945-5050
Fax: 508 945-5250
Mobile Phone: 508 737-9602
E-mail:


Brian Drake has served as President of Drake, Saunders & Diwinsky, Ltd. since 2002.  Mr. Drake is a graduate of the University of Nebraska and served as a Special Agent for the Office of Special Investigations, USAF where he earned various medals including the Bronze Star while serving in Vietnam in the late 1960's and early 70's.  After leaving the military he and his family settled in North Eastham in 1973 where he lives today. Brian has been in the insurance and financial services business for over 36 years on Cape Cod where he created one of the largest Property and Casualty agencies on Cape Cod.  After selling his interest in that firm in 1989, he entered the financial services business working for a number of large wall street firms before forming his own investment practice in South Orleans.

 

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.