I’ve always liked numbers. My family’s local business drew me towards finance at an early age, and I have enjoyed the never-ending process of learning what this industry provides.
I’m fortunate enough to work at a firm where I am surrounded by a group of talented individuals who believe in building relationships with our clients. We are never content with the status quo for ourselves or for our clients; we are constantly trying to grow and improve. Each one of us wants to serve as a true partner who provides value above and beyond what the client expects.
My personal strengths are my ability to think strategically. I can see the big picture of our clients’ needs, take a holistic approach, and zero in on the best ways to achieve their goals. I want them to know that our relationship goes beyond just creating a plan; I’m here to serve them as a lifelong financial partner.
I’m a fourth-generation Treasure Valley resident and enjoy giving back to my community by serving on the Nampa School District Career-Technical Education Advisory Board. I graduated summa cum laude with a bachelor’s degree in financial economics and accounting from Northwest Nazarene University, where I played on the golf team. I’m still an avid golfer, recently began road biking and mountain biking, and enjoy skiing.
Email Drew at Drew@investrw.com