Drew brings over 10 years of experience in estate, tax, and financial planning to PB Fam Private Wealth Powered by LPL. Prior to joining PB Fam Private Wealth, he spent eight years as the top performing Senior Vice President and Senior Wealth Strategist with Fifth Third Private Bank, where he specialized in partnering with firm’s ultra-high net worth clients, business owners planning for transitions, and client’s encountering complex matters. Prior to embarking on a career in the financial industry, Drew served in private practice, first clerking for the Windsor County State’s Attorney’s Office (VT) and then with the Durham County District Attorney (NC) where he gained invaluable experience as a litigator. He then joined a boutique estate planning firm specializing in trusts, estates, and tax planning. This diverse professional path allowed him to combine his passion for developing strong personal connections while providing clients and their families with comforting education on complex issues. His priority is to provide concierge level service while understanding that each family has a unique set of objectives on which to build a customized foundation.
Drew is originally from Cleveland, Ohio. He earned his degree in Sport Management and Business from Ohio University. After working in professional sports, Drew attended Vermont Law School and obtained his Juris Doctor.
Outside of the office, Drew will be found spending time with his wife, Chelsea, their beloved Golden Retriever, Abbey, and their adorable King Charles Cavaliers, Emberly and Dublin. They enjoy the escaping to the serenity of the mountains of Asheville, NC, which they affectionately refer to as “Vermont dropped into the South”. Drew also enjoys to golf and is a long-suffering Cleveland sports fan.