Experience

Odyssey Group Wealth Advisors

• United States
• Financial Services
• 1 - 100 Employee

• Vice President

  • May 2018 - Present

  Drew works with individuals, families, and businesses to organize and plan their financial future. He incorporates investment, tax, retirement, estate, and insurance planning into a holistic service for clients. Drew began his career in the risk management department for a Fortune 500 company. Prior to joining Odyssey Group, he was responsible for investment policy review, portfolio strategy development, and implementation for more than $500 million in assets for a local investment firm. Drew earned degrees in both accounting and finance from the University of Arkansas’ Sam M. Walton College of Business. He also received his master’s degree from the University of Arkansas at Little Rock. Drew is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7 and 66 securities registrations. Securities and advisory services offered through Commonwealth Financial Network®, www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services offered through CES Insurance Agency. Odyssey Group Wealth Advisors, 22A E Roseville Rd, Lancaster, PA 17601, 717-553-4722. This communication is strictly intended for individuals residing in the states of PA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Review our Terms of Use: www.commonwealth.com/termsofuse.html


Ambassador Advisors
• United States
• Financial Services
• 1 - 100 Employee
• VP Wealth Management

  • 2006 - Apr 2018

ALLTEL
• Analyst Risk Managment & Procurement

  • Jun 2003 - May 2006