Drew provides personal financial planning including retirement, education, tax, investment, risk management, charity, estate, cash flow, and transition planning in a fiduciary capacity. Typical clients include small business owners looking to transition/exit their business in 1-5 years, retirees, and young professionals with busy lives who want intentionality and clarity with their finances, who want a thinking partner for big decisions, and who want to delegate the legwork of getting from Point A to Point B.

Drew’s drive is to help people envision, prioritize, and achieve their financial goals. Through customized and continued financial planning, clients can support the people, lifestyle, experiences, and causes they care most about.

Drew holds a degree in Business Economics from Wofford College and a Masters of Accountancy from Vanderbilt University’s Owen Graduate School of Management, and is now an active member of the Nashville community. He holds the designations of CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, Personal Financial Specialist, and Certified Exit Planning Advisor. Drew is married to Sarah, who is a family law attorney at Digby Family Law. They have two beautiful daughters. In his free time, Drew enjoys camping, hiking, reading, and fostering dogs.

To meet with Drew, or any of our excellent mentors, please fill out this interest form.