Drew has recently joined our team as our Financial Planning Assistant. As Financial Planning Assistant, Drew helps prepare Financial Plans and does in-depth research to help our office establish specific priorities and develop new strategies for our team and our clients. Drew's time here will also help him fulfill the 3 years of experience required to become a CERTIFIED FINANCIAL PLANNER.TM
Drew has spent over 4 years as a licensed assistant for LPL Financial and has obtained his Series 66, 7, and SIE.
Drew graduated from California State University, Sacramento where he obtained his BS in Business Administration-Finance. He grew up in sunny Sacramento and is excited to see what Colorado has to offer. In his free time, he enjoys golfing and baseball.