Drake R. Grindle
CPA, CFP®, MAS
Drake is a financial advisor in Savant's Rockford, IL office and a member of the Advisory Team. He is responsible for managing all aspects of the financial planning and investment process for Savant's clients. Drake regularly meets with clients, other advisors, portfolio managers, and financial planners to formulate and coordinate effective planning, investment, and tax strategies.
Drake has been involved in the financial services industry since 2015. Prior to joining Savant, he was a senior assurance associate at a public accounting firm where he helped perform financial statement audits on diverse clientele in various industries. Upon joining Savant, he completed Savant's Accelerated Career Development Program, an in-depth advisor training program that allowed him to gain broad exposure to the foundational areas of Savant while acquiring valuable knowledge and experience.
Drake earned an associate in arts degree from Rock Valley College, a bachelor of science degree in accountancy from the University of Illinois, and a master of accounting science degree from the University of Illinois. He is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™ professional, and a member of the American Institute of Certified Public Accountants (AICPA).
In his spare time, Drake enjoys playing slow-pitch softball, hiking, boating, and fishing.
Drake joined Team Savant in December 2017.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.