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 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 Castlepoint. He attained the CERTIFIED FINANCIAL PLANNER™ designation. Drew briefly worked in oil and gas gaining critical thinking and analytic skills which have proven to be extremely valuable to our team. Drew is passionate about optimizing o