Since joining the firm in 2017, Drew has focused on group retirement plan services, portfolio design, and goals-based financial planning. Drew works closely with people of all ages to integrate technology into the client experience and enhance their understanding of investment management. He is a graduate of Albion College with a double major in Finance and Philosophy. Drew is also a Certified Plan Fiduciary Advisor (CPFA) and holds his Series 7, 66, and 24 licenses with LPL Financial.
Outside the office, Drew lives in downtown Ferndale and enjoys spending time with friends, traveling, playing in rec. basketball and softball leagues, golf, and exploring the many dining options available in the area. He’ll be quick to give you some great recommendations!