Our Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

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...

Joel Drake, CPFA

Managing Partner

515-410-9805

jdrake@wealthcg.com

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...

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...

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...

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...

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...