Wealth Plan Design Specialist
Hometown: Alpharetta, GA
States Licensed: GA
Born in New York City, Drew relocated to Atlanta in 1995 and, after 20 years in Georgia, considers the "Empire State of the South" home. Alumnus of Oglethorpe University, he went back to complete their Certified Financial Planner program and passed the CFP® Certification Exam in November 2015. Drew still plays piano and enjoys hearing talented artists perform around the city. He lives in Midtown.
Are you an early bird or a night owl?
What would the title of your autobiography be?
The Pragmatic Creative
If you could only listen to one song for the rest of your life, what would it be?
Bach's French Suite No. 5 in G, BWV 816
If you could have the power of teleportation right now, where would you go?
What is the last TV show you binge-watched?
Motto or personal mantra?
"Life's too short not to be candid"
What inspires or motivates you to do your job, as it relates to the customer experience?
Anticipating client needs and surprising on the upside, having a plan come full circle to fruition
Are Your Children On The Hook For Your Long Term Care?
Peloton - A Different Kind Of Investment
The SECURE Act Impact On Your Retirement
Estate Planning: Start Now, Not Later
What Are Your Options If You Can't Pay Medical Bills
Accumulate Points While At Home
Is Now A Good Time to Cut the Cord?
Benefit Changes for Your Retirement Plans
The CARES Act
Coronavirus: What To Do If You Get Laid Off From Work
What to do When You Feel Market Whiplash
Personal Finance Tips for Someone on a Fixed Income
What Coronavirus Can Remind Us About Personal Finance
What Now? Assessing Investment Philosophy During a Down Market
4 Rewards Discounts You’re Not Getting
Here’s How Much it Costs to Raise a Child
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Background and qualification information is available at FINRA's BrokerCheck website.
+ Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. oXYGen Financial is not affiliated with Kestra IS or Kestra AS. Kestra IS and Kestra AS do not provide tax or legal advice.