Drew’s thorough approach includes a comprehensive plan that strives to encompass all essential financial disciplines – wealth management, multigenerational financial planning, retirement planning, estate planning, tax planning and investment management.
For landowner clients impacted by shale gas development in Pennsylvania, Ohio and West Virginia, Drew’s experience in the oil and gas industry (specific to land and mineral acquisition and divestiture) can prove especially valuable. He is a member of the National Association of Royalty Owners and the American Association of Professional Landmen.
“I understand that financial matters can often be intimidating, so I let our clients know that I am here to help and serve as their trusted guide,” says Drew. His confidence, sincerity and optimism help endear him to our clients and enable him to build loyal, long-standing relationships.
As a Certified Financial Planner™ professional, Drew has attained one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. He is also a Chartered Retirement Planning Counselor℠ focused on the needs of clients both before and after retirement.
Drew joined our team in 2010 at the Pittsburgh office, where he served as a vice president of wealth management. He moved with us to Raymond James in 2022. He is a graduate of Penn State University, where he earned a Bachelor of Science.
Drew is from Pittsburgh and lives there today with his wife, Kate, and their three sons. He serves as a volunteer firefighter and, in his leisure time, enjoys golf and family vacations.
