Meet Drake Zimmerman

Drake works with philanthropically inclined clients to connect them with what is most important to them and helps channel their resources to their purpose. He serves clients across the country. Drake integrates what is important to his clients into the investing, financial planning, and wealth transfer he offers them.

Drake travels extensively, curious about people, places, and other nouns. Whether he is sitting with local leaders for a zoning proposal, meeting in DC with the Measles Initiative, coordinating with Rotary headquarters in Evanston, IL, having lunch with International Red Cross connections in Europe, addressing a conference for coaches in Guadalajara, or chatting on the phone with a dear friend and fellow Rotarian in Africa or Australia, you can be sure he is working to make his community and the world a better place--in a faster, more integrated and effective way through partnership, challenges, encouragement, and optimizing finances.

 

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