Drew believes wealth exists where money and life are aligned, with growth guided over time. His planning-first approach focuses on clarity, discipline, and filtering out noise so clients can focus on what really matters. He often works with medical professionals, technology professionals, and business owners facing challenges such as taxes, concentrated or low-basis stock, and real estate decisions, including 1031 exchanges. He works with individuals and families who want a thoughtful, steady partner as they navigate financial decisions, especially when those decisions are complex or tied to meaningful life goals.
Based in Orange County, Drew values time with his kids, staying active, and spending time outdoors. He also serves on the board of the Balboa Angling Club in Newport Beach, now in its 100th year, reflecting a long-term mindset, sense of stewardship, and commitment to community that carries through his work.