2 months ago
Mission or Values: Which Comes First?
To chart a course, it helps to have a compass....
Vice President,
Financial Advisor
Drew joined CAPTRUST in 2022 from TrustCore Financial Services and serves as a vice president and financial advisor. He has been in the industry since 2016, and he provides personal financial planning, including retirement, education, tax, investment, risk management, charity, estate, and cash flow planning. Typical clients include small business owners and young professionals with busy lives who want intentionality and clarity with their finances.
Drew holds a Bachelor of Arts degree in business economics from Wofford College and a Master of Accountancy degree from Vanderbilt University. He holds the designations of CERTIFIED FINANCIAL PLANNER™, Certified Public Accountant, Personal Financial Specialist, and Certified Exit Planning Advisor. Drew is married to Sarah, a family law attorney at Digby Family Law. They have two beautiful daughters. In his free time, Drew enjoys camping, hiking, reading, and fostering dogs.
2 months ago
To chart a course, it helps to have a compass....
3 months ago
If properly managed, Institutional Asset Pools (IAPs), like cash reserves...
7 months ago
CAPTRUST Financial Advisors has announced the acquisition of Monroe Vos...
8 months ago
The Employee Retirement Income Security Act (ERISA) establishes fiduciary responsibilities...