Drew Thompson
Senior Director, Wealth Management
A perpetual student, Drew continuously develops his process through various coaching and education programs and by collaborating with highly regarded professionals across disciplines.
Drew works with a small group of successful families, many of whom are business owners. In fact, his passion for entrepreneurs is what inspired him to pursue this career. Drew assists clients of all ages, but he especially enjoys serving the baby boomer generation. He has personally guided dozens of his clients to their retirement goals. Through this experience, Drew understands that while retirement can be exciting, it can also trigger a great deal of anxiety. He has refined a process over the last two decades for assisting his clients reach their chosen retirement.
Drew’s strategy includes tapping into the power of a vetted network of professionals by building relationships with experienced CPAs, enrolled agents, estate planning attorneys and insurance professionals. Usually, if there is a need he cannot address, he knows someone who can.
He enjoys spending time with his wife and passing down his love of the outdoors to his daughter.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- AAMS®
- CFP®
EDUCATION
- Bachelor of Arts in Business Administration, Humboldt State University
