Drew believes wealth should be a source of confidence, not complexity. He partners with a dedicated advisory team to help healthcare professionals, retirees, and families build financial lives that feel coordinated, intentional, and tax efficient. Together, Drew and the team draw on collective resources to address the moving pieces that come with growing wealth, from increasing cash flow and refining investment strategy to reducing tax exposure and shaping the legacy that each client wants to leave. 

Drew personally understands the clients he serves. His wife’s career in medicine has given him a firsthand view of the unique demands and pressures that come with that path—the complex compensation structures, the time constraints, the financial decisions that accumulate alongside an already demanding career. That context has shaped how he thinks about planning for physicians and medical professionals specifically.  

Drew holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and earned his Bachelor of Science in finance and marketing from Iowa State University.  

Outside of work, Drew lives in Rochester, Minnesota, where he enjoys golfing, serving at his church, and spending time with family.