With over 15 years at Investmark, Drew works directly and indirectly with all of the firm’s clients, helping to guide them through all aspects of the wealth management process. Drew is an Accredited Investment Fiduciary® (AIF®) and is instrumental in our Retirement Plan Services area, working with small to medium-sized businesses to provide appropriate strategies and helping owners keep those plans in compliance with Department of Labor regulations. Drew also works with our strategic partners to fulfill critical components of our due diligence process, stay abreast of new developments, and ensure that their objectives remain in line with the objectives of our clients. With a prior background