Drawing upon his extensive experience in wealth management, Drew advises clients on financial plans that account for each person’s unique circumstances, concerns, and goals. He also leads the firm’s Impact Investing initiative, helping clients align their investment portfolios with their values. Drew joined the firm because of the client-first culture, the depth of the resources they bring to each client relationship, and the collaborative mindset that each team member embodies.

Drew recognizes that financial wellbeing is multifaceted, and each different area is important in its own way. Working with clients to define their goals and then structure a comprehensive plan that covers all areas of their financial life is the most important thing he can do for a client and is truly rewarding for him as a professional. Having a plan in place and executing it properly is particularly important when a client is going through a transition, whether selling a business or preparing for retirement.

Drew joined the firm in 2018 after spending ten years at a large wealth management firm in Chicago and has over 20 years of experience in investment management and financial planning. He earned his BS in Finance from the University of Illinois, Urbana–Champaign and his MBA from Northwestern’s Kellogg School of Management. Drew is also a CERTIFIED FINANCIAL PLANNER™.

Outside of work, Drew enjoys spending time with his children, summer vacations in northern Michigan, and training for his next marathon.