• Dennis Drake, CBC CFC

    President, Ed Slott Master Elite IRA Advisor

    (302) 472-4897

    Dennis Drake, entered financial services in 1989 and has earned multiple professional designations: Chartered Benefit Consultant (CBC) and Certified Financial Consultant (CFC).

    He is also a member of the Ed Slott organization as a Master Elite IRA Advisor. He also holds the new designation of Certified in Social Security Claiming Strategies (CSSCS). He is married with one daughter and is an avid softball player and golfer.

    He is a member of the National Association of Insurance and Financial Advisors and serves on the board as the Political Action Committee Chairperson. He is on the board of directors for the NAIFA Delaware Charitable Foundation.

    Dennis is also a member of the BBB, the National Association of Fixed Annuities (NAFA) the National Ethics Association and finally the International Financial Leadership Association. He recently won “Best of Wilmington 2015” in the category of Retirement Planning / Investments.

  • Robert J. Porter Jr., LUTCF

    Vice President

    (302) 472-4897

    Robert, a financial professional since 1973, holds a business degree and the Life Underwriting Training Council Fellow (LUTCF) designation.  His is past president of National Association of Insurance and Financial Advisors, (NAIFA), New Castle County, DE, and served on both the state and local boards for over twenty years in various capacities.  He was the 2013 recipient of the Charles B. Palmer Award by his association for his dedication to his board and for ethical conduct and service to his clients. 

    He and his wife, Susan, married for 45 years, are past volunteer, Area Coordinators and Trainers for Guiding Eyes for the Blind, a leader in supplying guide dogs for the blind and visually impaired.  Their relationship with GEB encompassed over twenty years.  They also raised a dozen puppies for them as well. 

    Bob was also an instructor for Junior Achievement and is a US Army veteran where he served as a Military Police Officer.  He is also an artist, and has written two books of memoirs.  Bob and Sue have two grown children, Ben and Megan, and spend a great deal of time spoiling two granddaughters.

  • Daniel Reisinger, MS (Financial Services), CLU, ChFC

    Retirement Planning Advisor

    (302) 472-4897

    Dan entered the financial services industry upon graduation from college in 1988. He has earned (4) professional designations during his 28 years in the industry. He also completed his Masters Degree in Financial Services in 1996.

    He continues to serve in various leadership positions within his industry associations and has been a featured speaker at several conferences on leadership, marketing, and investment strategy topics.

    He served as the President of NAIFA DE in 2014-15 and is the Past President of the DE SFSP Chapter where the Chapter was awarded the Gold Medal of Honor. Under his leadership NAIFA DE was awarded the highest national honor - The Platinum BOBO Award – which recognized Associations that achieve the highest level of success.

    Recently he has been participating in NAIFA’s 2020 Task Force and he is currently serving his 4th year on the National LILI (Leadership in Life Institute) Sub Committee where he heads the Alumni relations program. He also moderates the LILI program as well as CLE (Legal) and CPE (Accounting) continuing education courses.

    Dan’s practice focuses on creating Safe Money Investment strategies for individual and institutional clients. One of his specialties is working with Credit Unions to establish pre-funding strategies to offset employee benefit expenses.

    Dan and his wife Janis started dating in Freshman Year of high school and they live in Chester County, PA with their four children. They recently celebrated their 25th wedding anniversary. He is an avid bass angler and enjoys all types of fresh water fishing. As a fun fact – Dan once held a world record in the field of Bungee Jumping.

  • Kathy Drake

    Administrative Manager

    (302) 472-4897

    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.