With more than 10 years of financial services experience, Drew has worked with a wide range of clients across a spectrum of unique needs. Whether offering guidance on estate planning, wealth transfer or portfolio management, Drew remains focused on making life better for his clients. His mission is to determine how best to achieve each client’s objectives, and he takes great satisfaction from seeing his clients achieve their most valued goals.
Drew volunteers actively in the Pittsburgh community, from Toys for Tots and the Greater Pittsburgh Food Bank to youth groups at his church. In addition, he brings leadership experience to the team from his service as a program director and member of the board of AMI, a psychiatric healthcare facility in Washington and Greene County, Pennsylvania. He and the team also raise money to support students at the Colliers Primary School.
For Drew, nothing is more important than family. He and his wife, Heather, have four children: Meredith, Autumn, Andrew and Lillian. Outside the office, he enjoys hiking, volleyball, landscaping and cooking.
Accomplishments
- Named to the Forbes/SHOOK Best-in-State Wealth Advisors (2019, 2020 and 2021)
- Adjunct professor, University of Pittsburgh
Education
- Robert Morris University, B.S. degree, computer science, cum laude
- Duquesne University, Executive Certificate in Financial Planning
Licenses
- Series 7, Series 31, Series 66, Life and Health Insurance, and Annuities licenses
Registered States:
AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV, WY