Hey. I'm Drew.
I'm a financial advisor and a dad. I've spent 15 years helping families build plans for their kids. But the reason I do this isn't about finance. It's about the look on a parent's face when the overwhelm finally stops.
I've helped hundreds of families who felt exactly like you - overwhelmed, behind, not sure where to start. Most of them tell me the same thing after our first call: "Why didn't someone tell me about this sooner?"
How I got here
I started my career recommending the same products everyone else did. 529 plans, savings accounts, the standard playbook. Then I watched families run into trouble with them. Not because the families did anything wrong, but because the products were built for a narrow version of life that most kids don't live.
A client's daughter became a chef instead of going to college. Her 529 sat there, locked up, penalized for not being used "correctly." Another family needed help during a hard year and couldn't touch their savings without penalties. I kept seeing the same story.
So I went looking for something better. I found it. Now I spend my days helping parents set up plans that don't punish their families for life being unpredictable.
The part I'm supposed to put here
The credentials matter. But what matters more is whether you feel comfortable talking to me. That's what the first 15 minutes are for.
What a conversation with me looks like
Some people picture a sales pitch. It's not. Here's what actually happens:
You tell me about your family
Your child's age, what you can set aside, what matters most to you. That's it.
I show you your numbers
What your contribution looks like over 18, 25, and 30 years. Real numbers, specific to you.
You decide what makes sense
If the plan is right for your family, we set it up. If it's not, you leave the call knowing more than you did. No pressure either way.
One more thing
I earn a commission when you start a plan. I'm upfront about that because trust matters more than a sale. I'd rather you walk away feeling informed than pressured. That's the kind of business I want to run.
Ready? Let's talk.
Fifteen minutes. Your numbers. No pressure. That's it.
Book your free call with Drew