Since joining the firm in 2017, Drew has focused on goals-based financial planning, group retirement plan services, and portfolio design. Drew works closely with people of all ages to integrate technology into the client experience and enhance their understanding of investment management. Drew is a Certified Plan Fiduciary Advisor (CPFA) and holds his Series 7, 66, and 24 licensed with LPL Financial.
Outside the office, Drew lives in downtown Detroit 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!