Drew Osborne is president of Windward Private Wealth Management and a Senior Wealth Manager. Drew assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation. He is passionate about helping people with their finances and enjoys meeting with clients and finding ways to help them with their wealth management needs. Before joining Windward, Drew worked with Steven T. Osborne, CPA, for two years as a tax accountant. Previously, he spent seven years as the area director for Young Life Platte County, where his responsibilities included b

Drew Osborne
Chief Executive Officer, Senior Wealth Manager
Windward Private Wealth Management Inc
United States, Missouri, Kansas City
About Me
Profile Information
Chief Executive Officer, Senior Wealth Manager
Windward Private Wealth Management Inc
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Kansas City
Missouri
United States
Sep 2, 2024
Work Experience
Windward Private Wealth Management Inc
Chief Executive Officer, Senior Wealth Manager Jan 2022 - Present
Email: dosborne@windwardfp.com
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