Sr. Wealth Advisor
Drew began his wealth management career in 2006 with Foos Financial Group, a small investment and financial planning firm. He joined M.J. Smith and Associates in December 2009 and worked with the firm for over ten years, prior to joining Mercer Advisors. His areas of expertise include high-net-worth financial planning, investment management, estate planning, and insurance strategies. He holds a Bachelor of Science degree in Finance from Metropolitan State University of Denver. Drew is a CFA® charterholder and a CERTIFIED FINANCIAL PLANNER™ professional.