Drew joined the Pinnacle team in May 2024 after working as Wealth Representative for Zions Bank Corp in Texas and a Financial Planning Assistant at LPL Financial in Colorado.  Drew is a Wealth Manager based in Pinnacle’s Sarasota, FL office, working with Pinnacle’s Wealth Management team to help clients navigate their financial planning needs and long-term financial goals. 

Drew earned his Bachelor’s degree in Business Administration from California State University with a study focus in Finance. He also earned the esteemed CERTIFIED FINANCIAL PLANNER™ certification in December 2024. 

 Drew is thrilled to settle down near family in Florida as he and his fiancé Katie raise their baby girl, Qunicy. Aside from work and family, Drew enjoys golf, target shooting, fishing and spending time on the water exploring the Tampa and Sarasota area.