COO And Wealth Advisor
Drew serves as COO and a Wealth Advisor and is responsible for providing client investment advice and implementing the firm's financial planning strategies as well as developing firm efficiencies and managing day to day operations. He also leads our efforts in researching best investing processes and analysis.
He graduated with a BS in Petroleum Engineering from the University of Oklahoma in the spring of 2016. While a student at OU, Drew developed a passion and interest in finance and the markets, which attracted him to join Castleview. He attained the Certified Financial Planner ™ (CFP®) designation. Drew spent multiple summers interning for oil and gas companies and gained critical thinking and analytic skills which have proven to be extremely valuable to our team.
Drew is an avid sports fan ranging from college to professional sports. If he isn’t watching sports or at work he is most likely out on the golf course with friends!