group home for elderly

Serving Illinois and Wisconsin

Kim Drake

Financial Advisor

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Kim Drake

"My morals and vulnerability have allowed me to develop deep relationships with my clients and for that I am grateful."

Kim specializes in women, specifically their life transitions and how these changes affect their financial lives. She earned a bachelor’s degree in psychology with a minor in economics from Denison University, graduating Phi Beta Kappa, and a master’s degree in business administration from the Kellogg Graduate School of Management at Northwestern University.

Kim enjoys spending time with her family and supporting them through life’s joys and challenges. She likes to be active and outdoors, especially skiing and hiking, and is passionate about traveling the world and experiencing its wonders.

Kim has cosponsored multiple senior seminars with Senior Care Advisor Nancy Pappas.

What Nancy Pappas Has To Say

About Financial Planners

If there is ever any confusion or doubt about how finances should be handled, a professional financial planner is a great person to contact. They will ask various questions about your current situation and provide an expertly crafted outline of how to proceed, which can include the important process of power of attorney arrangements. Each person is unique, which is why financial planners apply their skills to the whole picture.

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