Drew is responsible for the design and implementation of client’s comprehensive investment, risk management, retirement and income solutions. Drew strives to develop personalized investment portfolios to help meet individual client’s goals and objectives. Drew focuses on the coordination of a client’s entire investment portfolio to assure a comfortable and prosperous retirement as well as successful transition to future generations.
Drew received his B.S. in business administration from The Ohio State University. Drew also holds an M.B.A. in Finance from Cleveland State University. Drew joined Osaic Wealth Inc., (formerly Lincoln Financial Advisors) in 2001 after 8 years working in the investment departments of several local Cleveland Financial Institutions.
Drew is a lifetime resident of the Cleveland area and currently resides in Aurora. His daughters graduated in December 2024 from Shenandoah University as Physician Assistants, and his son recently graduated from Miami University with a Bachelor’s in Finance & a Master’s in Business Analytics.