What do you enjoy most about being part of the BDF team?
Every person that works at BDF fully embraces the firm’s culture and core values. And those principles inform the way we work with our clients and the way we give advice. It is deeply rewarding to be part of an organization with a shared vision of what it means to put clients first.
What skills or characteristics make you uniquely qualified for this work?
I’ve always prided myself on having a well-rounded skillset: I’m just as comfortable crunching numbers and getting into the details of a spreadsheet as I am listening to clients and asking insightful questions to learn about their concerns and goals.
What is the one thing you wish every person knew when making financial decisions?
I wish every person knew that financial decisions are not always binary. In other words, not every question needs an immediate black or white response. Especially when someone is going through a transition, I’ve found it can be extremely helpful to implement a plan over time. It’s my responsibility as a wealth manager to work with clients to quantify the tradeoffs of different options, come up with an implementation plan that makes them comfortable and then help them stick to that plan.
What defines your own personal “full life”?
A “full life” for me is being able to enjoy quality time with my wife and my two children. “Make good memories” is a phrase you’ll hear often in our house. Whether we’re traveling, hosting a party, or just playing at the park down the block, we try to spend as much time together as we can, doing things we enjoy.
Drawing upon his extensive experience in wealth management, Drew advises clients on financial plans that account for each person’s unique circumstances, concerns, and goals. Drew joined BDF because of the firm’s client-first culture, the depth of the resources they bring to each client relationship, and the collaborative mindset that each team member embodies.
Drew recognizes that financial wellbeing is multifaceted, and each different area is important in its own way. Working with clients to define their goals and then structure a comprehensive plan that covers all areas of their financial life is the most important thing he can do for a client and is truly rewarding for him as a professional. Having a plan in place and executing it properly is particularly important when a client is going through a transition, whether it be selling a business or preparing for retirement.
Drew joined BDF in 2018 after spending 10 years at a large wealth management firm in Chicago and has over 15 years of experience in investment management and financial planning. He earned his BS in Finance from the University of Illinois, Urbana – Champaign and his MBA from Northwestern’s Kellogg School of Management.