Drew F. Email & Phone Number

Motivated by his passion for excellence, Drew tailors innovative solutions in financial planning to enable individuals, families, and businesses to spend more quality time with their loved ones. Through proactive tax planning, he addresses complex and unique circumstances to minimize immediate and generational tax liabilities. Drew identifies and optimizes portfolios and investments through efficient construction, asset location, rigorous analysis, and risk management. He is committed to understanding experiences and aspirations to tailor robust financial plans, allowing individuals to achieve their financial goals. Drew was born in Providence, RI, and moved to Boulder, CO in 2018. His educational background includes a Master's in Finance, with an emphasis in investment management, from the Leeds School of Business, a B.S. in Finance and Accounting, and a certificate in Operations Management.