Drew specializes in guiding individuals and couples through the transition into retirement, helping them gain clarity, confidence, and a plan aligned with what matters most. His work centers on uncovering client priorities and translating them into a coordinated strategy that supports their long‑term goals.
With nine years of industry experience and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, Drew brings expertise in tax strategy, philanthropic planning, and retirement income design. Prior to co‑founding the firm, he spent six years at Northwestern Mutual, where he built a strong foundation in planning and client service.
Drew’s approach is thoughtful and structured. He begins by helping clients articulate their values, goals, concerns, and vision for the future, areas that are often overlooked in the busyness of life. Once those priorities are clear, he develops a comprehensive plan in collaboration with CPAs, attorneys, and other professionals to ensure alignment across all aspects of a client’s financial life.
Drew lives in Littleton, Colorado with his wife, Laura, and their two children, Ryder and Madison. He enjoys golfing, mountain biking, hiking, hosting homemade pizza nights with friends, and spending time outdoors with his family. Much of his time is also devoted to supporting his kids’ sports and staying active in the Colorado community. Drew and Laura are involved in their church and volunteer monthly at the Life Center, helping provide meals and connection to neighbors in need.