Drew works with each of his clients to provide an analysis of their current situation and help them: identify financial goals and concerns,  illustrate what is being done to reach those goals, and deal with any concerns that they may arise along the way. “As a younger professional, I pride myself on building a collaborative and lasting relationship with my clients. I want to grow with my clients and see them achieve their financial goals.” Alongside his experienced team, Drew works with clients at any stage in life to provide holistic financial planning now, and into the future.

Drew started as an intern with MassMutual Pacific’s Walnut Creek office in January of 2019. While working as an intern there, Drew finished his Bachelor of Science in Business Administration with a concentration in Finance at Saint Mary’s College of California. Surprise, surprise, his favorite class while he was there; Investments. During the Covid lockdowns and after his college graduation, Drew moved back home and started at the Sacramento office shortly thereafter. Completing all his licensing and learning the business straight out of the gate, Drew has been able to help his clients in all steps of life.

Drew grew up in Loomis, California, attending Del Oro High School. Currently, Drew lives with his college sweetheart, Aimie, as they love to travel, watch movies, and try new food.

Education

Saint Mary's College of California (2016-2020)