Professional
Mission
I am life committed to building positive meaningful relationships guided by integrity, knowledge and the golden rule. I am guided by people who bring meaning to my life where my abilities bring purpose to theirs.
It is Drew´s commitment and belief that who he is as a financial advisor has a substantial impact on the level of service and quality of the financial counsel Drew provides to clients.
By taking a comprehensive assessment of your current situation, helping you prioritize your goals, and developing a workable strategy with clear action steps and timetables, Drew will do his best to help you protect and provide for those people you care about most. Drew will work hard to build a relationship with you based on trust and integrity, always striving to provide you with a high level of ethical service.
Background
Drew is an Estate and Business Planning Specialist and will educate clients in the areas of estate, business, retirement and financial security planning, as well as use personal planning analysis to identify needs and provide a comprehensive plan specifically for you.
Drew uses a personal planning analysis to deliver a comprehensive plan that is refelective of your values integrating a wide spectrum of survivor income, retirement, and asset allocation needs. Drew helps people:
Identify both short and longer-term goals for you and your family
Develop a comprehensive plan that addresses a wide spectrum of needs, including asset allocation, disability income, education funding, estate planning, long-term care, retirement planning, and survivor income.
Education
- Bachelor of Arts degree in Public Administration from the University of Michigan
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