Valued Financial Advisors Since 1995 | About The Wealth Consulting Group

Our Team

Joel Drake, CPFA

Managing Partner

Joel's career in financial service began immediately after his graduation from Drake University (Finance) in 1991 when he joined Mass Mutual Life Insurance Company. His training included aspects of risk management, investment planning...

Darrin M Conrad, AIF®, CPFA

Managing Partner

515-612-6012

dconrad@wealthcg.com

Darrin M. Conrad, AIF®, CPFA, is a Managing Partner with The Wealth Consulting Group - Des Moines. With over two decades of experience in the financial services industry, Darrin has held significant roles at...

Julia McCormick, CDFA® RICP® CFP®

Managing Partner, Personal CFO

515.277.6462

515.348.6438

julia@wealthcg.com

Julia McCormick is a seasoned financial advisor and wealth strategist who integrates technical expertise with a deeply client-centered philosophy. At The Wealth Consulting Group, she helps individuals, families, and business owners...

David "Finn" Claypool

Client Service Associate

515-491-9983

fclaypool@wealthcg.com

Finn recently joined the team as an intern and is pursuing a career in financial planning and wealth management. He graduated from Drake University in 2024 with a bachelor’s degree in Business Law, where he was a member of the football...

Pam Traeger

Partner, VP of Operations

515-410-9806

ptraeger@wealthcg.com

Pam Traeger joined Joel Drake at MassMutual in 2000 as a part-time assistant while her sons were in school. Today, she serves as a full-time Partner and Vice President of Operations. As a key point of contact for administrative matters...

Meredith Mussmann, MSF

Operations Manager

515-304-2782

mmussmann@wealthcg.com

Meredith Mussmann, MSF, is a finance professional with deep expertise in financial planning, operational strategy, and client-centered solutions. Her career spans roles as a registered assistant to financial advisors, a financial...

Tricia Drake

Event & Marketing Manager

515-304-2792

tdrake@weatlhcg.com

With over 30 years of experience in marketing, communications, and event planning, Tricia has built a career focused on connecting people, telling meaningful stories, and creating memorable experiences. She began at Ruan Transportation...

David "Finn" Claypool

Client Service Associate

515-491-9983

fclaypool@wealthcg.com

Finn recently joined the team as an intern and is pursuing a career in financial planning and wealth management. He graduated from Drake University in 2024 with a bachelor’s degree in Business Law, where he was a member of the football...

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