Helping individuals and families
Drew is passionate about helping individuals and families plan for the future. He understands that each person has unique goals and creates personalized plans to help reach them. Whether you are planning for retirement, saving for a child’s education, or creating your first budget, Drew assists with details at every step. He strives to empower you to make informed decisions to achieve your goals. He believes education is just as important as planning and helps to ensure each client understands the whole picture.
Partnering with your business
Drew works with business owners, leadership teams, and human resources partners to help build employee benefit programs that strive to support their teams and help strengthen their companies. He helps design benefits that are easy to understand, competitive, and valuable to employees, so businesses can work to attract and retain great people.
He also guides owners and leadership through business ownership and leadership transitions, helping them prepare for what comes next, whether passing the company to family, selling the business, or developing the next generation of leaders. Drew takes a relationship-based approach, focusing on trust, clear communication, and being a long-term resource for the businesses he serves.
Education
Drew graduated summa cum laude from the University of Toledo (UT), where he majored in professional sales and entrepreneurship with a minor in financial services. He was president of the campus business organization Pi Sigma Epsilon and participated in numerous sales and entrepreneurship competitions.
Registrations
Life and Health Insurance License: MI, OH
Securities Registered: MI, OH
Securities Registration: Series 7, 66
Personal
Drew grew up in Perrysburg, Ohio, and currently resides in its historic downtown district alongside his fiancé, Sloane. He enjoys watching all sports, adventuring outdoors, and spending time with family and friends. He is active in many volunteer organizations in Toledo, including the Perrysburg Schools Foundation. He loves supporting local businesses and restaurants; Swig is his favorite place to grab lunch with clients.
