Ed Drake, MSFP, AEP®, CFP®

Ed serves as Family Office Counsel to the Atlatl team, providing high-level guidance on multi-generational planning and complex wealth strategies. With over three decades of experience navigating financial landscapes for affluent families , Ed operates as a strategic specialist for Atlatl, helping to design personalized plans that manage the effects of regulatory and tax turbulence.

In addition to his role as Counsel for Atlatl, Ed is the Founder and President of Compleet Family Office Solutions. His distinguished career includes serving as Executive Managing Director of Family Office Services for Baker Tilly (US) and as a Regional Managing Director and Partner at Wipfli.

Ed holds a Master’s degree in Financial Planning (MSFP) and maintains professional designations as an Accredited Estate Planner (AEP®) and Certified Financial Planner (CFP®). Based in Fulshear, Texas, he brings a grounded, integrity-first approach to wealth management rooted in his upbringing in the upper Midwest.