Dennis Drake, CFC, CBC, LACP
Ed Slott Master Elite IRA Advisor
Dennis Drake, financial entrepreneur and president of S.M.A.R.T. Tax Free Retirement, believes in making your money work hard for you right now. Dennis entered the financial services business in 1989. He has earned the designations of, Certified Financial Consultant, Chartered Benefit Consultant, Certified in Social Security Claiming Strategies, Life and Annuity Certified Professional, Ed Slott Master Elite IRA Advisor, In Service Alternative Rollover Specialist, and is a teacher for the National Society for Financial Educators.
Touting his own matchless brand of unconventional planning, Dennis has quickly amassed a significant client base made up of smart investors who, like himself, could see there was a better way to achieve a lucrative retirement than the typical cookie-cutter plans.
Dennis is also a member of the BBB, the National Association of Fixed Annuities (NAFA) the National Ethics Association and finally the National Association of Insurance and Financial Advisors. He recently won “Best of Wilmington 2015” in the category of Retirement Planning / Investments.
Dennis works with his wife Kathy. They live in Bellefonte, DE. and have a 23yr old daughter Rachel.
Kathy Drake, is the Administrative Manager for the company. She holds a position on The NAIFA DE Charitable Foundation board where she avidly works to help raise money for organizations in the community. She is married to Dennis and they reside in Bellefonte, DE with their daughter Rachel who is a sophomore at Rowan University.