Our Team

Sonny is a financial advisor who works closely with clients to take a comprehensive and customized approach to their unique circumstances, helping them plan for their financial future and grow their money.

Sonny enjoys meeting with clients and developing long-term relationships, and some clients have been with the company for more than 30 years. His motto is, “When our clients are successful, then we are successful.”

He is on the Board of Directors for the Southwick Business Education Alliance. Over the years, Sonny has also held positions such as treasurer of the Southwick Association of Merchants, financial secretary of the Knights of Columbus, and treasurer of the Boy Scouts of America Troop 114. He’s also been a coach at the Southwick Recreation Center.

Sonny and his wife, Sharyn, have lived in Southwick since 1973, where they raised their five children: Brian, Shannon, Laura, Matthew, and Stephen. Sonny and Sharyn are also blessed with nine beautiful grandchildren. When not in the office, Sonny enjoys a game of golf, reading, and keeping up with political news.

A fun fact about Sonny: he met Sharyn on a blind date at Checci Farms in Agawam, where they went on a hayride—and, as they say, the rest is history!

Favorite quote:
“Don’t judge each day by the harvest you reap, but by the seeds you plant.”
— Robert Louis Stevenson

Dacota serves as a dedicated Wealth Manager focused on holistic financial planning. As an independent wealth manager, Dacota provides clients with sophisticated investment strategies designed for long-term growth and stability. His approach is rooted in the belief that while money is a tool, the ultimate goal is providing clients the freedom to live life on their own terms.

In close partnership with Walter “Sonny” Drenen, Dacota brings a high-level, dual-discipline perspective to the firm. Together, they leverage over 30 years of combined experience to guide individuals, families, and businesses through a personalized process: identifying core values, establishing clear goals, and executing strategic plans to achieve them. Dacota’s technical background and keen understanding of complex financial situations make him a vital asset in securing lasting financial success. 

Beyond the Office
Outside of his professional life, Dacota serves as the Executive member in his family real estate company, which he cofounded. As a former collegiate baseball player, he continues his involvement in the sport by coaching youth baseball. He also enjoys fishing throughout New England and embracing the outdoors.