Drew, CFP®, C(k)P®, is one of the founding partners of Shepherd Financial. He has advised retirement plans for nearly 20 years and been named to Financial Times’ Top 401(k) Retirement Advisors list four times. His passion is helping plan sponsors implement prudent processes that help enable participants to prepare well and retire on their own terms.
He began his career in the retirement, insurance, and investment industry in 1997. In 2001, Drew partnered with his father in the family business, where he built 10 years of financial knowledge as he developed his retirement plan practice.
Drew is a 1997 graduate of Indiana University Kelley School of Business and has held the CERTIFIED FINANCIAL PLANNER™ certification since 2008. He achieved his Certified 401k Professional C(k)P® designation in 2013 through The Retirement Advisor University, in collaboration with UCLA Anderson School of Management Executive Education.
Drew and his wife, Leigh, currently reside in Columbus, Indiana, with their daughter, Alexia.
The award listed is not indicative of future performance. Working with an advisor or wealth manager who has received an award is no guarantee of future investment success. For complete disclosure information, please click here.