Drew joined Stephens in 2018 and works closely with clients on financial planning with an emphasis on tax and estate-related solutions.
Prior to joining Stephens, Drew spent more than five years in public accounting and focused on tax consulting and the audit of publicly-traded and private companies. He holds a Master of Accounting and a Bachelor of Science in Management from Tulane University.
Drew is also a Certified Public Accountant (CPA). He draws on his experiences as a practicing CPA to work cohesively with other advisors and help clients develop and implement comprehensive wealth strategies.