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Andrew Barnes,
CFP®

Client Advisor

Drew began his wealth management career with Great West Financial which is now Empower Retirement, the United States second-largest retirement services provider. He joined M.J. Smith and Associates in May 2014 and worked with the firm for over six years, prior to joining Mercer Advisors. His areas of expertise include high-net-worth financial planning, investment management, estate planning, tax and insurance strategies. He holds a Bachelor of Science degree in Economics from the University of Colorado, Boulder. Drew has earned his General Securities Sales Supervision (Series 9 & 10) Licenses and is a CERTIFIED FINANCIAL PLANNER professional.

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