Hi, I’m Drew and I’m a Financial Planner at The Next Level Planning Group.

My earliest memory about money still shapes how I approach it today. I remember being very concerned about my family’s financial situation, intentionally choosing less expensive clothes and shoes because I didn’t want to add to my parents’ financial stress. That experience taught me how financial pressure can affect an entire family, even the kids.

When I moved to Chicago to be near my girlfriend (now my wife), her father shared that if he were a young man again, he would be working on the trading floor. It was that nudge that sparked my career in finance.

Now, as a financial advisor, what drives me is helping successful business owners and executives tackle their most complex financial challenges. The entrepreneurs and professionals I work with have built something meaningful, but that success brings weighty decisions. Every choice has compound returns and cascading effects.

Most of my clients come to me feeling concerned they haven’t fully optimized their financial strategy. They know there are opportunities they’re missing, but coordinating between their CPA, attorney, and investment advisor feels overwhelming.

Together, we create an integrated plan that ties everything together. The result is confidence and clarity across all areas of their wealth. Most importantly, they can focus their energy on what matters most to them rather than worrying about financial coordination.

My wife and I are empty-nesters now that our youngest is in college. We’re traveling to visit our kids and explore new cities, staying active, and I play platform tennis regularly.

When you’re ready to move from fragmented financial advice to an integrated wealth strategy, let’s talk.