Drew customizes financial plans for his clients to help them confidently pursue important goals in their lives, particularly retirement. “There are no cookie-cutter retirement strategies. My goal is to help each client define what a good retirement looks like for them and then put them on a clear path for pursuing that vision,” Drew says.
He conducts himself with honesty and transparency. “I am always open to share with people the pros and cons of every situation. I don’t hide things, and I don’t push things under the rug because it’s uncomfortable to talk about them,” Drew says.
Drew has a strong work ethic and is determined to provide quality financial guidance to those who put their trust in our team. He always makes himself available to assist clients with any aspect of financial planning and answer any investment-related questions. “We consider our clients as family and truly care about them,” Drew says.
On a daily basis, you will find Drew calling clients to check in, adjusting their portfolios, preparing for client reviews, enlightening clients about complex financial concepts and meeting with industry professionals.
Drew is a Certified Financial Planner™ professional. CFP®certification is one of the most respected financial planning credentials and the recognized standard of excellence in personal financial planning. As a Certified Financial Planner™ practitioner, Drew adheres to the CFP Board’s code of ethics for integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence.
Over the years, Drew has strived to prove himself time and again to be somebody who gets things done. “I believe that clients find me to be reliable and dependable,” Drew says. “They know that when they come to me with something, it will get resolved.”
A long-standing dedication to his career
Drew began investing when he was just 19 years old. “My father taught me about money and good investing practices at an early age,” Drew says.
His career in the financial services industry began in 2004 as an intern at Raymond James. “When I started with Raymond James, I fell in love with the people and the culture. I always felt supported by the firm, and they have always preached that we need to do what is best for our clients,” Drew says.
He quickly earned the respect of the management team and was offered the opportunity to join the firm as a financial advisor trainee the following year. He accepted and participated in Raymond James’ extensive training program, earning his securities licensing and building his client base.
Drew continued to work as an advisor for 18 months, after which he took a position as a consultant with Raymond James’ transition management department. This is where he first met Patrice Sinclair.
He joined Patrice in 2008 and helped make the transition to Raymond James. In 2016, after working hand in hand with her for eight years, Drew earned the opportunity to join Patrice as a business partner.
Drew holds a Bachelor of Science degree in finance from Oakland University and a Master of Science degree in finance with a concentration in personal finance from Walsh College.
Giving back and paying it forward
Active in the community, Drew has been a member of the Rochester Regional Chamber of Commerce since 2018 and, in 2020, served as chair of the chamber’s young professionals group. He has served as a volunteer at The Neighborhood House in Rochester Hills and the Grace Center of Hope.
Drew grew up in southeastern Michigan and spent most of his years in Clinton Township. He now lives in nearby Macomb Township with his wife, Adrienne, and children, Cameron and Avery. In his free time, Drew enjoys golf, playing guitar (poorly, he admits), and recently picked up a passion for fishing.
P.S. Personally speaking
Q. What are your must-have travel items? A bathing suit and sunblock
Q. What is your favorite kind of trip? Why? My favorite trip is to some place with a beach. Sand and water are essential in my happy place. They put my soul at ease.
Q. How do you spend your time outside of the office? I spend as much time as I can with my wife and children. My son and I have recently picked up an addiction to fishing, and my daughter is starting to show interest as well. We like to relax in northern Michigan, where life moves a bit slower. Besides that, I spend a lot of time transporting kids to their activities.
Q. If you weren’t doing what you do today, what other job would you have? I went to a vocational school for audio engineering in 2001. I think I would be working in a recording studio if I was not an advisor.
Q. What’s the one thing that might surprise others about you? I completed my CFP® certification and master’s degree while working full time, with two small children, and a wife who also worked full time.
Q. If you could spend a week anywhere in the world, where would it be? I’ve always wanted to visit Hawaii. I want to see those big Pacific waves and try surfing.
Q. What’s the one thing you couldn’t live without? My official Red Ryder, carbine action, 200-shot, range model air rifle, with a compass in the stock and this thing that tells time. Just kidding, my family.
Q. How do you define success? Being able to walk into work every day with a smile on my face, surrounded by a great team, knowing that I will get to help somebody in some way.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.