Carson Biber

Financial Advisor in Mequon, WI

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Financial Advisor | Drake & Associates | Eagle Scout

I am a financial advisor at Drake & Associates, where I help individuals and families bring clarity, structure, and confidence to their financial lives. I take a client-first, planning-driven approach, focusing on thoughtful strategy rather than sales, and I am committed to building long-term relationships grounded in trust and transparency.

I graduated in 2022 as a business student from the University of Wisconsin–Madison, finishing at the top of my class. I bring a strong analytical foundation, disciplined problem-solving skills, and a commitment to continuous learning as I continue advancing my professional credentials within the financial planning field.

Before entering financial services, I built my work ethic in fast-paced restaurant environments, progressing from entry-level roles to leadership positions. Those experiences sharpened my communication, leadership, and time-management skills, and taught me how to deliver a high-quality client experience under pressure, strengths I now apply daily in my advisory role.

I bring strengths in financial planning, client communication, and strategic organization, along with proficiency in Microsoft Office and financial technology platforms. I am a proactive, detail-oriented advisor with a strong sense of responsibility, grounded in the values developed through earning the rank of Eagle Scout.

  • Work
    • Drake & Associates
  • Education
    • UW - Madison