Meet Drew

Drew is a Wealth Advisor who joined Mercer Advisors in 2020. He previously served as a Financial Consultant for clients of M.J. Smith and Associates and as the primary investment analyst. Drew enjoys helping clients understand their options, gain confidence in their decisions, and feel reassured. He is committed to providing quality advice and transparency. Drew earned a B.S. in finance from Metropolitan State University of Denver. He is a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst® charter holder, and a Chartered Alternative Investment Analyst.

Drew’s specialties

At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Drew has focused experience in these areas:

Planning for retirement, from high-earning years to long-term income strategies
Multi-generational planning that aligns with your values and minimizes tax impact
Support for business owners, from growth and succession to liquidity events and legacy planning
Managing income and long-term strategy for consultants with unpredictable schedules and global work
Private markets, including fund due diligence, liquidity planning, and portfolio integration

His working style

Drew enjoys taking an educational and collaborative approach, to simplify complex situations and amplify the outcome.

Drew in real life

What makes you tick?

I grew up in the Denver metro area and my parents instilled the values of faith, family, and work ethic from a young age.

What keeps you busy outside of work?

Being a native Coloradan, I love our mountains. You can find me there in all seasons, skiing, hiking, and trail running. In 2025, I completed the legendary Leadville 100-mile trail run.

How do you give back?

Being an engaged member of my community has always been important to me. I enjoy serving at my local food bank and church.

Career highlights

Joined Mercer Advisors in 2020
Previously served at M.J. Smith and Associates for more than 10 years
Began his career in 2006 at Foos Financial Group

Shareholder

Education

B.S. in Finance, Metropolitan State University of Denver

Office locations

Denver, Denver – Greenwood Village

See all Colorado locations

Existing Client Inquiries

Contact Drew directly

Meet Drew’s Teammates

At Mercer Advisors, we operate as a unified team. Get to know the teammates Drew counts on — and how they work together to support you.

Craig Kinnunen

Sr Financial Planner

What Drew Says

Craig helps me confirm that our clients’ goals are achievable. Whether it’s creating new scenarios or editing existing plans, he brings the clarity that keeps our clients’ financial plans realistic and on track.

David Simpson

Sr. Investment Strategist

What Drew Says

When it comes to complex investment solutions, whether private or public markets, David brings the wonderful ability to simplify the strategies and how they fit into the big picture for our clients.