Our Qualifications


 

Mission Statement: We help people pursue their retirement dreams. We do this by helping a select group of clients and their families build and manage their wealth.  We work closely with our clients to provide comprehensive and personalized Investment planning.  We work for our clients as we would for our own families, and seek long-term relationships built on mutual trust and confidence.
 

As members of CenterPoint Wealth Advisors, Glenn Drake, Managing Principal and CERTIFIED FINANCIAL PLANNER™ professional, and John Kinzer, Managing Principal and CERTIFIED FINANCIAL PLANNER™ professional, have over 60 years of combined industry experience helping investors work toward their financial goals. Our collective knowledge and insight allow us to customize strategies to match your unique investment needs. Whether your situation requires focused one-on-one attention or the experience of each team member, we will tailor investment plans to your specific situation and help you select the appropriate investments for your financial goals.

We help our clients create strategies in four main areas:
1.) Asset allocation & professional money management,
2.) Protecting/preserving wealth,
3.) Providing investment income during your lifetime and
4.) Distribution of assets effectively at death.*

Rachel Waltjen, our full-time assistant, is a LPL Registered Administrative Associate with over 15 years of industry experience. As a vital member of our team, she assists clients with all administrative issues.