Drew’s career in the financial services industry began in the summer of 2004 as an intern at Raymond James & Associates. Drew soon earned the respect of the management team and was offered the opportunity to join the firm as a Financial Advisor trainee the following year. Drew accepted the offer and participated in Raymond James’ extensive training program, earning his securities licensing and building his client base. Drew continued to work as an advisor for 18 months, after which time he took a position as a consultant with the Raymond James Transition Management Dept. It was in transition management where he met Patrice Sinclair. Drew helped Patrice make the transition to Raymond James and then accepted a position to join the team as a Registered Sales Assistant.
During 2016, Drew graduated from Walsh College with his Master of Science in Finance degree with a concentration in personal finance. Shortly after he sat for the CERTIFIED FINANCIAL PLANNER™ certification and passed. Drew is dedicated to continuing education so that he is always prepared to give client's the best advice possible.
In February 2017 after working hand in hand with Patrice for 8 years Drew was given the opportunity to join Patrice as a business partner, taking the title "Financial Planning Consultant". Drew is available to assist clients with any aspect of the financial planning process, and investment questions. He values strong work ethics, and is determined to give each client the highest level of service and personal touch.
In his free time Drew enjoys playing the guitar, camping, golfing, and running. He currently resides in Macomb Twp. with his wife Adrienne, his son Cameron, his daughter Avery, and his two dogs Roxy and Myles.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.