Get the app

Forgot Password / Enroll


Meet Our Team
Drew Schmidt

Drew Schmidt
Drew Schmidt, CFP®
Investment Advisor
(502) 625-9911

Developing a sound investment strategy that enables clients to meet their personal and financial goals is what Drew enjoys most about working in Wealth Management. Getting to know each client’s unique story allows him to construct portfolios that are consistent with a client’s risk tolerance and return expectations to create a financially sustainable plan for each client. He understands the importance of planning for tomorrow while also being able to enjoy today.

Drew graduated as an Honor’s Scholar from the University of Louisville with a B.S. in Business Administration, focusing in Finance. He is a CERTIFIED FINANCIAL PLANNERTM professional and has over seven years’ experience in the financial services industry.

Outside of work, Drew is an avid sports fan and enjoys attending games with family and friends. He also loves to travel and is always ready for another big adventure.

Give Drew a call today to discuss how you can achieve your financial goals.

Email Drew