PHONE: (615) 369-1406 | FAX: (615) 522-5380
Licenses & Certifications:
- CERTIFIED FINANCIAL PLANNER™ practitioner, CFP®
- Certified Public Accountant, CPA
- Personal Financial Specialist, PFS™
- Licensed Insurance Agent
- Master of Accountancy (MAcc)
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Drew provides extensive, coordinated financial planning, including retirement, education, tax, investment, insurance, charity, and estate planning in a fiduciary capacity. Typical clients include: entrepreneurs, attorneys, accountants, doctors, songwriters, and retirees.
Drew’s drive is to help people envision, prioritize, and achieve their financial goals. Through customized and continued financial planning, investing, and risk management, clients can support the people, lifestyle, experiences, and causes they care most about. In the beginning of 2018, Drew began working with Erik Milam, a Financial Planner and Partner at TrustCore. Erik has been recognized as an Investment News Top 40 under 40 in the United States financial planning industry, and as a Nashville Business Journal Top 40 under 40.
Originally from Atlanta, Drew moved to Nashville in 2010 to attend Vanderbilt University and is now an active member of the Nashville community. Currently he serves as the Treasurer of the Phoenix Club of Nashville and as the Treasurer of the Next Chapter Society, the Nashville Public Library Foundation’s young professionals organization. In his free time, Drew enjoys camping, hiking, reading, and fostering dogs with his wife, Sarah.