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“The best is yet to be. “

– Robert Browning

James Drake


“The best is yet to be. “

– Robert Browning


Jim spent most of his career as an independent financial advisor with Lincoln Financial Advisors, where he was a member of the firm’s Chairman’s Council. Jim specialized in retirement plans for employees of public schools, hospitals and other nonprofit organizations. Jim welcomed his son Ryan Drake into the business in 2001. Ryan expanded financial planning and asset management services to Jim’s clients. Jim is proud to have encouraged thousands of individuals to save and invest, beginning as early as possible. Many of these individuals are now retired and still planning and investing through our firm.


  • BA – University of Richmond


  • 40+ Years

Service & Memberships

  • Vietnam Veteran – US Army


Married, two children, one grandchild. Likes to golf, fish, and read.

Other Team Members