Meet Drew
Drew is a Sr. 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
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.
Articles by Drew
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