Drew works with a variety of professionals and specializes in helping established physicians, fellows and residents with their financial planning needs.
In fact, Drew has experienced the financial situations doctors face first-hand as his wife progressed through medical school, residency, and fellowship. He found that there was simply not a great deal of education and resources for his wife and her colleagues as they struggled with knowing they needed to take action, but not knowing exactly what to do. It was this realization that inspired him to help. As a result, Drew made a career change from high school math teacher to wealth advisor, a role in which he has quickly earned the trust and respect of his clients. His motto is, “I’ll take care of you so you can take care of your family and your patients.”
With a sincere care for his clients’ financial futures, Drew brings the communication style of an educator along with his financial acumen to all interactions, arming his clients with the knowledge to make wise financial decisions. His steadfast attention to detail and passion for ensuring that clients understand their financial situation and options, no matter how complex, makes Drew a trusted advisor for those he serves.
Drew approaches all conversations as an educator first – taking the time to learn where each person is in their knowledge and tailoring the discussion to ensure that all involved gain the confidence needed to make decisions. As a CERTIFIED FINANCIAL PLANNER™, Drew is able to help clients sleep well at night knowing they have a trusted advisor who is guiding them toward financial independence in a way that is unbiased and in their best interest. Drew is highly experienced in, and focused on, comprehensive financial planning—tailoring strategies to the unique circumstances of medical professionals in six primary areas: cash and debt management, asset protection, investments, retirement, tax and estate planning.
Active in the community, Drew has served as Board Chair for the Young Professionals Board for the First Tee of St. Louis and currently serves on the Music Team at his church. Drew also regularly gives financial planning educational seminars to doctors-in-training and practicing physicians in the St. Louis area.
Drew is a graduate of Truman State University, where he earned degrees in Mathematics and Psychology before receiving his Master’s Degree in Education from Creighton University. He, his wife, Kate, and daughter, Ellie, reside in Kirkwood with their Golden Retriever, Marley. In his free time, Drew enjoys golfing, running, playing acoustic guitar and spending quality time with friends and family.