Advisor Profile

As a Senior Director of Wealth Management at Choreo, serving the Orinda and Pleasonton, California offices, Drew is dedicated to helping successful families and business owners navigate the complexities of financial planning, business transition and retirement planning. A lifelong learner, he continuously refines his approach through coaching, education programs, and collaboration with top professional across financial disciplines.

Drew’s passion for working with entrepreneurs inspired him to pursue a career in wealth management. He works with a select group of clients, many of whom are business owners, providing strategic financial guidance tailored to their unique needs. While he serves clients of all ages, he finds fulfillment in helping the baby boomer generation confidently transition into retirement. Having personally guided many clients toward their retirement goals, Drew understands both the excitement and anxiety that this life stage can bring. He has spent his career refining a process that helps clients achieve financial security, drawing on the expertise of a vetted network of CPAs, enrolled agents, estate planning attorneys, and insurance professionals. If there is ever a need he cannot personally address, he connects his clients to the right experts for guidance.

Before joining Choreo, he was a Principal at Enso Wealth Management, a Financial Advisor at Edward Jones, and a Financial Associate at WM Financial. He began his career in financial services as an intern at A.G. Edwards.

Outside of work, Drew enjoys spending time with his wife and passing down his love of the outdoors to his daughter.

PROFESSIONAL AFFILIATIONS & DESIGNATIONS

• CFP®

EDUCATION

• B.A., in Business Administration, Humboldt State University