Drew Mccurdy
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Drew Mccurdy Email & Phone Number

Location: Lodi, California, United States 7 work roles
1 work email found @aspencreekfinancial.com LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email d****@aspencreekfinancial.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Wealth Manager
Location
Lodi, California, United States
Company size

Who is Drew Mccurdy? Overview

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Quick answer

Drew Mccurdy is listed as Wealth Manager at Desert Rose Capital Management, a with 6 employees, based in Lodi, California, United States. AeroLeads shows a work email signal at aspencreekfinancial.com and a matched LinkedIn profile for Drew Mccurdy.

Drew Mccurdy previously worked as Field Vice President at Aspen Creek Financial And Insurance Services Llc and Field Vice President at Appreciation Financial.

Company email context

Email format at Desert Rose Capital Management

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{first_initial}{last}@aspencreekfinancial.com
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AeroLeads found 1 current-domain work email signal for Drew Mccurdy. Compare company email patterns before reaching out.

Profile bio

About Drew Mccurdy

Our mission is to bring prosperity back into the American household through a proven business platform and opportunity utilizing marketing and financial strategies. As a National Recruiter and Field Trainer, I specialize in helping families create and manage wealth in today's economy by mentoring and providing a blueprint for success. Building a strong force and looking for talents to fill the following positions: business, sales, consultants,recruiting, people development, referral agents, trainers, financial professionals, management.Drew has a passion for helping people meet their retirement dreams and goals. He constantly strives to make sure his clients get a first-class experience and he is focused on building trusted, long-term relationships. He helps them understand and prepare for all aspects of their retirement. As an independent agent, he is able to customize a plan for each client's specific needs.In previous years, Drew served as an operations manger, leading a team to meet and exceed customers expectations. Excellent planning and execution allowed him to be successful. Playing sports growing up also taught him hard work, dedication, and discipline are key to achieving the goal. He applies these skills to the financial field with the client in mind. Drew and Dezzie enjoy spending their free time with their son, Ryan, and daughter, Kayla, whether that's at the kids sporting events, barbecuing, or the great outdoors.

Listed skills include Sales, Marketing, Life Insurance, Customer Service, and 10 others.

Current workplace

Drew Mccurdy's current company

Company context helps verify the profile and gives searchers a useful next step.

Desert Rose Capital Management
Desert Rose Capital Management
Wealth Manager
Sacramento, CA, US
Employees
6
AeroLeads page
7 roles

Drew Mccurdy work experience

A career timeline built from the work history available for this profile.

Field Vice President

Current

United States

aspencreekfinancial.comOur business is built on a foundation of thoughtful client relationships.There are a plethora of financial options available to you in retirement, but the important question is what should you do?Our educational approach and consultative process are designed to help you feel more confident in your financial decisions, leading to fewer planning gaps and providing a more effective strategy with fewer overlaps.Once your goals have been established and we have a firm grasp of your circumstances, we will educate you about the options which most closely meet your objectives. We will then create a financial plan with you and our team of professionals.

Jan 2018 - Present

Senior Financial Specialist

United States

Jan 2016 - Jan 2018

Operations Manager

Its Technologies & Logistics

Stockton, California Area

Mar 2006 - Jan 2016
Team & coworkers

Colleagues at Desert Rose Capital Management

Other employees you can reach at aspencreekfinancial.com. View company contacts for 6 employees →

FAQ

Frequently asked questions about Drew Mccurdy

Quick answers generated from the profile data available on this page.

What company does Drew Mccurdy work for?

Drew Mccurdy works for Desert Rose Capital Management.

What is Drew Mccurdy's role at Desert Rose Capital Management?

Drew Mccurdy is listed as Wealth Manager at Desert Rose Capital Management.

What is Drew Mccurdy's email address?

AeroLeads has found 1 work email signal at @aspencreekfinancial.com for Drew Mccurdy at Desert Rose Capital Management.

Where is Drew Mccurdy based?

Drew Mccurdy is based in Lodi, California, United States while working with Desert Rose Capital Management.

What companies has Drew Mccurdy worked for?

Drew Mccurdy has worked for Desert Rose Capital Management, Aspen Creek Financial And Insurance Services Llc, Appreciation Financial, Transamerica Financial Solutions, and Wealthwave.

Who are Drew Mccurdy's colleagues at Desert Rose Capital Management?

Drew Mccurdy's colleagues at Desert Rose Capital Management include Jeremy Hernandez, Brandon Shaw, Audrey Priest, Ryan Steele, and Craig Dunn.

How can I contact Drew Mccurdy?

You can use AeroLeads to view verified contact signals for Drew Mccurdy at Desert Rose Capital Management, including work email, phone, and LinkedIn data when available.

What skills is Drew Mccurdy known for?

Drew Mccurdy is listed with skills including Sales, Marketing, Life Insurance, Customer Service, Team Building, Time Management, Retirement Planning, and Customer Relationship Management.

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