Before venturing into finance, Drew spent 12 years as a personal trainer, a career he balanced while attending college with medical school aspirations. Though Drew eventually chose to pivot from medicine, his passion for helping people and solving complex problems found a new home in financial planning.
Drew’s transition into the financial industry was inspired by a high school friend who recognized his knack for knowledge, quick learning ability and strong work ethic. Drew discovered that financial planning offered a similar sense of fulfillment to the medical field, allowing him to challenge his mind while making a tangible difference in people’s lives. He also enjoys the opportunity to build close-knit relationships with clients.
Drew is known for his exceptional listening skills, empathy and genuine care for his clients’ concerns. His expertise lies in creating personalized retirement plans that address each client’s unique needs and aspirations. Drew believes that open communication is the cornerstone of a successful retirement plan and encourages clients to discuss their concerns freely.
Drew has received the Chartered Retirement Plan Specialist designation, holds life and health insurance licenses and has passed the Series 7, 63 and 65 securities exams. He earned a Bachelor of Science in biology with a minor in chemistry from the University of Arkansas at Little Rock.
When he’s not helping clients, Drew enjoys spending quality time with his wife, Lily, their son, Owen, and Norman, their Bernese mountain dog/poodle mix. In their free time, he and Lily enjoy traveling, exploring new culinary experiences and indulging in fine wine. In 2019, he discovered a passion for disc golf and co-founded a disc golf company. Additionally, Drew remains deeply interested in science, medicine and engineering, staying updated with the latest discoveries and innovations.