Drew is a CERTIFIED FINANCIAL PLANNER™ practitioner who has been helping individuals and families make thoughtful financial decisions since beginning his career in 2002 after graduating from Auburn University. With more than two decades of experience, Drew specializes in comprehensive financial planning, tax-efficient investment strategies, and wealth transfer planning, serving individuals, families, business owners, and executives with complex financial needs.
Drew believes financial planning is about more than numbers — it’s about helping people gain clarity, confidence, and direction in their lives. He takes a relationship-first approach, listening carefully to each client’s goals and values before developing personalized strategies designed to support long-term success. By simplifying complex financial matters and maintaining consistent communication, Drew helps clients stay focused on what matters most while navigating life’s important milestones.
Over the years, Drew has served as a trusted advisor through major financial transitions, from business sales and retirement planning to multi-generational wealth strategies. His philosophy is grounded in discipline, education, and long-term partnership — providing clients with guidance they can rely on as their lives and priorities evolve.
Drew lives in Columbia, Tennessee with his wife, Kristin, and their three children, Jackson, Ryan, and Caroline. He is deeply committed to community involvement and has served in numerous leadership roles across the region, including Board Chair of the Maury County Chamber and Economic Alliance, Board Chair of A Youth Educational Foundation, Board Chair of Boys & Girls Club of South-Central Tennessee, and Board Chair of the Maury County Historical Society. He currently serves as a Trustee for Maury Regional Health System. In recognition of his contributions, Drew is also a member of the Columbia Central High School Athletic Hall of Fame.
Whether working with clients or serving his community, Drew is guided by a commitment to stewardship, leadership, and helping others build a strong foundation for the future. His goal is simple: to help people align their financial resources with their values so they can create lasting opportunities for their families and the communities they care about