As a CFP designated financial advisor, Drew is held to the fiduciary standard of acting in the client’s best interest. He helps ensure retirees do not run out of money by protecting and growing their wealth through prudent investing planning. He also analyzes the client’s financial picture to develop a plan to achieve their short and long term goals. His favorite part of being a financial advisor is witnessing the positive impact he has on the lives of his clients.
Drew graduated from West Virginia University with a Bachelor’s Degree in Sports Management with a minor in Economics in 2013. He then went on to get his Master in Business Administration and Master of Industrial and Labor Relations in 2015. In 2021 he earned his CFP designation and in 2022 earned his ChFC designation to further demonstrate his dedication to comprehensive financial planning. Education never stops however, as staying informed about legislative changes and market trends is essential to providing clarity to his clients.

In his spare time, Drew enjoys golfing, fishing, hunting, kayaking, trying new restaurants, cheering on his West Virginia Mountaineers and visiting his family back in Charleston, West Virginia. He now resides in Tampa, Florida with his girlfriend Carolina and their two dogs, Ellie and Theo.