Our Team

Drew Coleman, CFA

Financial Planner


Drew Coleman, CFA
Drew Coleman, CFA

Three core beliefs underpin Drew’s philosophy to life: be your best; knowledge is to be shared; and never stop learning. These core beliefs are expressed in the passion that Drew applies to financial planning.

A significant portion of Drew’s professional background is as an investment professional having spent time at a fund of hedge funds, a pension fund and an asset manager. His analytical training has taught him to carefully evaluate financial products, client situations, cash-flows and scenario analysis. His thorough diligence manifests itself in the creation of tailor-made financial plans that are ideally suited for his clients.

Drew graduated from the University of Michigan in 1994 with a bachelor’s degree in political science. In 2010, Drew earned his MBA from the Kellogg Graduate School of Business and was a recipient of the Jane Robertson Memorial Academic Excellence Award. Additionally, Drew holds the highly-regarded Chartered Financial Analyst (CFA) designation.

Be your best; knowledge is to be shared; and never stop learning

On a Personal Note:

Drew lives in Evanston with his wife Rebecca, and their two children, Zoe and Alex. When he's not working, Drew enjoys listening to Miles Davis and rooting for his Michigan Wolverines.

Superhero: Batman
Book: Three Musketeers
Food: deep dish pizza
Number: 13
Game: backgammon
Video Game: Galaga
Coffee: Café Verona
Sport: snowboarding
Athlete: Michael Jordan
Color: Blue
Summer Olympic Sport: 400 M Dash
Jazz artist: Miles Davis
Holiday: Halloween
Sports team: Michigan Wolverines