Drew is an Advisor at ClearTrust. With approximately 14 years of experience in the financial services industry, he has gained significant knowledge in wealth management, client advisory, and portfolio oversight. For over 8 years, he has been with ClearTrust, where he focuses on delivering personalized financial planning and investment guidance to individuals, families, and small business owners. This includes retirement planning, portfolio construction, tax-efficient strategies, and risk management. Clients expect a commitment to providing reliable guidance, as he consistently prioritizes their best interests and offers clear and honest advice to help them feel confident about their financial future.
Drew holds Series 7 and Series 66 licenses, as well as the Accredited Portfolio Management Advisor (APMA®) and Certified Exit Planning Advisor (CEPA) certifications. He graduated from the University of Tennessee at Knoxville with a Bachelor of Science in Business Administration, concentrating in Finance and Investment Management
Outside of work, Drew is actively involved with the Dream Streets non-profit and is a member of Cross Point Church. He also coaches youth sports, including baseball, soccer, and basketball teams. An avid fan of UT Vols sports, he also supports Liverpool in the English Premier League. Drew strives to be the best husband to his wife, Whitney, and a devoted father to their two boys, Crew and Cash. They also have a Goldendoodle named Nahla.