Welcome to Our Team, Drew!
A familiar face, supported by a larger team, Drew remains actively involved and committed to his clients. By joining our firm, he’s bringing his experience and relationships into a collaborative environment designed for long-term continuity. This merger provides a business continuation plan by allowing him to join forces with Seth Scott and a team that he trusts
View Letter From Drew
What does this mean for you?
For now, you will experience very few changes—and that’s by design.
Over time, you’ll begin to see the benefits of:
- A broader team supporting your financial plan
- Expanded tools, resources, and planning capabilities
- A smooth, well-communicated transition
If any action is needed on your part, you’ll hear directly from Drew or a member of our team.
If you have questions or would simply like to get to know us, we’d love to connect.
Let's Connect