"An investment in knowledge pays the best interest." – Benjamin Franklin
Drew joined Strategies Wealth in early 2020. He obtained his BBA from Davenport University with majors in Accounting and Finance. While in school, he competed as a Division 1 rugby player captaining the team in his junior and senior years. He then went on to work as an advisor at Merrill Lynch before joining strategies wealth. Drew obtained his CFP® (CERTIFIED FINANCIAL PLANNER™) designation in 2021.
Drew helps business owners and families navigate the complexities of constructing an investment portfolio and financial plan that aligns with their long-term goals and their tolerance for risk. By clearly defining our client’s goals and objectives, Drew is able deliver an investment portfolio and financial plan that is unique to each family or individual.
Drew and his wife Hannah live in Grand Rapids. Drew enjoys spending time with family, traveling, golfing & playing rugby.