Beacon Financial Group was founded with a simple mission: to help individuals, families, and businesses achieve financial confidence and clarity. Our story began in 2008, when Craig Drake left corporate America with the support of his wife and a determination to build something meaningful.

Inspired by his father's passion for helping people and the fulfillment he found in his work, Ryan Drake decided to leave his career as a mechanical engineer in 2018 and join his father's practice. Together, Craig and Ryan worked side by side, expanding their reach and guiding more clients toward achieving their financial goals and dreams. 

Lynne Sonnek joined the team as their dedicated Client Service Specialist, ensuring a smooth and personalized experience for every client. As the practice grew, Craig and Ryan partnered with Steve Schroeder to help with succession planning for Steve's business. This strategic partnership brought Darlene Schaefer into the fold, as she had been working closely with Steve for years and brought invaluable expertise to the team. 

By early 2024, Beacon Financial Group had grown to a point where additional support was needed to continue delivering exceptional service. Rawia and Joe joined the team, bringing fresh perspectives and additional capacity to help more clients navigate their financial journeys. Rawia joined the team as an Advisor where she was previously at Morgan Stanley. Joe has been an advisor with Principal since 2020 (his first day was the first day of lockdown!) working solo in Saint Cloud. Previously, he was in the banking industry for 13 years.  

At Beacon Financial Group, we believe financial advising isn't just about money or being analytical. It's about building trust, creating lasting relationships, and helping our clients live the lives they envision. Our values guide everything we do: Passionate and caring, Team-oriented and dependable, Holistic Perspective, Adventurous Leadership, and being analytical. 

Beacon Financial Group

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Beacon Financial Group

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