Senior Vice President -Financial Advisor
Steve’s career in the financial services industry began in 1981 and he joined RBC Wealth Management in 1999. He holds a BAA degree from Baylor University and holds the 7, 63 and 64 licenses as well as the Texas state insurance license. In 2010 he received the Angel Award by Be An Angel, a local non-profit organization dedicated to helping children with multiple disabilities and profound deafness. This annual award recognizes outstanding individuals in the Houston community who have made a tremendous difference in the lives of children in need. He also received the 2010 Five Star: Best in Client Satisfaction for 2010 award from Texas Monthly magazine. Less than 7% of financial professionals in the Houston area receive this impressive, client nominated award for outstanding customer service.
He has provided financial commentary and hosted radio financial talk shows in Houston for over 20 years. His show, Money Matters on KSEV radio, covers topics including retirement and estate planning, children’s education, and the common characteristics of people who save and accumulate money. Frequent guests on Money Matters include experts on estate planning, consumer fraud, tax issues and other issues that relate to personal finances. For over 18 years Steve also presented weekly stories regarding financial issues for Channel 2 News in Houston.
Steve has served over 18 years on the Board of Directors of Be an Angel including two separate terms as Chairman. Be an Angel is a Houston-based charity that provides assistance for multiply handicapped children. Steve and his wife, Becky, have three children. Their two daughters attend Baylor University and their son attends Houston Christian High School.
Senior Financial Associate
Stephanie began her career in the financial services industry in 1992 and joined RBC Wealth Management in 1999. She has been an integral part of Steve Drake’s team since 1998. Stephanie holds the Series 7, 63 and 65 licenses, as well as life insurance license. She is well versed in various aspects of the business and her focus is on client and account management responsibilities. She also works directly with our fixed income traders and portfolio managers to stay abreast on current issues that affect our clients. She also works on research and preparing wealth management plans.
Stephanie is a graduate from University of Central Oklahoma where she earned a Bachelor of Business Administration degree with a major in Finance.
Stephanie resides in Katy, TX with her husband and two sons. She enjoys spending her free time with her family and spends a lot of time watching her sons play baseball, basketball, football and golf.
Registered Client Associate
Michelle has been with RBC Wealth Management since 2000 and part of the team since 2001. Her primary focus is on managing the operational requirements of the team and efficiently handling clients’ day-to-day requests. Michelle, who has attained her Series 7 & 63 licenses, also assists with research and proposals. Currently residing in Katy with her husband and daughter, Michelle enjoys spending time sculpting and enjoying all things outdoors.
Senior Client Associate
Carmen started in the financial industry in 1980 and joined RBC Wealth Management in 1991 and joined Steve Drake and the team in1992. Her contributions to the team are primarily in the area of operational functions and she also builds and maintains strong relationships with our clients.
Carmen resides in Spring, TX and enjoys all things related to the outdoors.
Blake holds the Series 7, 66, and Texas state insurance licences. He attended Baylor University where he earned a Bachelor of Business Administration degree with a major in Finance. He previously worked as an equity trader for a Houston based money manager, as well as a stint at the corporate headquarters of RBC Wealth Management while in college. Blake is responsible for analytical work surrounding client’s wealth management plans, investment products and account maintenance.
Blake resides in Houston, TX. He enjoys spending time with friends and family, watching sports, and cycling.