About our team

As first vice president, Drew leverages his background as a CPA, CFP® and CEPA®—along with decades of leadership experience—to help clients navigate important financial and life decisions with clarity and confidence.

Drew brings more than 34 years of experience in financial services to individuals, families and business owners throughout Northeast Ohio. Born and raised in Cleveland, Drew combines deep local roots with extensive industry knowledge. He began his career at PriceWaterhouse LLP where he worked as a staff and senior accountant in the audit department while earning his CPA designation. During his time in public accounting, he served a diverse range of clients— including small businesses, large SEC registrants and nonprofit organizations— and contributed to the initial public offering of OfficeMax.

In 1996, Drew transitioned from public accounting to financial advisory services, joining McDonald & Co. in Elyria, Ohio. Over the past three decades, he has served in leadership roles including financial advisor, branch manager, regional manager and complex director at McDonald & Co., McDonald Investments and UBS Financial Services. In 2022, he joined RBC Wealth Management.

Drew passed the Series 7, 9, 10, 63 and 65 exams and received the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Exit Planning Advisor (CEPA®) designations.