Drew serves as a Private Wealth Manager, working directly with his clients to create and maintain a customized financial plan. Drew works with his clients to identify and plan for a healthy financial life by addressing investments, tax planning, risk management, retirement, employee benefits, estate planning and education planning.
Prior to joining Creative Planning, Drew worked for an independent investment advisory firm as an Associate Financial Advisor where he developed comprehensive plans for clients and implemented an investment strategy to accomplish their goals. He has spent his entire career in wealth management and has developed an in-depth knowledge of serving clients with comprehensive financial planning services.
Drew received his Bachelor of Science degree from the University of Illinois at Urbana-Champaign with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Drew and his wife Jessica enjoy spending time with their daughter Hanna and exploring everything Chicago has to offer. In his spare time, he enjoys getting together with friends and family, reading and catching as many Cubs games as possible during the summer months.
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