Drew is a proven Financial Educator with AFES (a 501(c)3 non-profit) educating retirees and those close to retirement in a series of weekly Classes normally held at the University of Texas- Dallas Campus. During the day he is a Wealth Manager and Lead Advisor with LA Capital Wealth Management a Lincoln Wealth Company. Drew believes that his relationships with his clients are all built on a foundation of trust and respect; acting as a fiduciary towards his clients’ individual goals for success.
Drew has a BSBA in Investment Management from the University of Arkansas, and holds a Series 7, 66 Securities License, and an Insurance License. He is active in the 401(k)/IRA management space and has a true passion for providing help wherever he can to individual clients, retirees, and business entities.
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