Portage, MI W Milham Avenue Office

Douglas Neracher is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He has worked at Primerica Financial Services since 1994 and at PFS Investments Inc. since 1999, currently operating under the name Drake Financial Group. In addition to advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with program management and trading delegated to established custodians and overlay providers.

Robert Gerren is a financial advisor with Primerica Advisors holding a Series 66 credential and one year of industry experience. His prior work includes roles at Bankers Life Securities, Primerica Financial Services, and DoorDash, where he also works as a Dasher on a part-time basis. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering advisory services primarily through model-based portfolio strategies managed by third parties.

Earle Martin Jr. is a financial advisor with Primerica Advisors in Portage, MI, holding Series 63 and Series 66 licenses and 13 years of industry experience. He has been with Primerica Advisors since 2013 and also operates under the Drake Financial Group name for sales of investment-related products and other home-related services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts to individual and high-net-worth clients within a wrap-fee structure.

Sabrina Witbeck is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses. She has less than one year of experience in financial advising, having previously worked at Charles River Laboratories for 18 years. Outside of advising, she has been involved with The Salvation Army since 2025. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program utilizing model-delivery strategies created by unaffiliated asset managers, supported by custodial services from Pershing and trade execution by BNY Mellon Advisors.

Markley Drake is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with Primerica Advisors since 1987 and operates Drake Financial Group, which conducts investment and related sales activities. Outside of advisory work, he owns Mad & Associates, Inc., a non-investment business based in Portage, Michigan. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Markley Drake Jr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked with Primerica Advisors since 2017 and leads Drake Financial Group since 2020. Drake also served in the U.S. Army from 2012 to 2018. Outside of his advisory role, he owns Oakgrove Custom Furniture and operates an Amazon online store through Drake Holding Company LLC. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, offering model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and delegates trading to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Tracy Boekeloo is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and three years of industry experience. She has worked with Primerica Advisors since 2023 and is also associated with Drake Financial Group. Outside of advisory services, she is involved in the sale of loan products and home security referrals through affiliated companies. Primerica Advisors is a wrap-fee asset management sponsor and discretionary portfolio manager serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through Pershing, offering a range of strategic and tactical portfolio models.