Drew graduated from Temple University in the Spring of 2019 with degrees in Finance and Financial Planning. Before joining us, Drew held positions as a Financial Advisor at McAdam Financial in Philadelphia, as well as Supervisor of Client Services at a Registered Investment Advisor in Conshohocken, PA.
In his role, Drew enjoys supporting clients through operations and new business, helping ensure a smooth and efficient experience behind the scenes.
Outside of work, Drew is a scratch golfer and enjoys spending time with his fiancée, Rowan, and his Bernese Mountain Dog, Teddy.