LEARN MORE ABOUT Drew Dreier

Drew has a unique passion for financial planning, making him a standout guide for those navigating their retirement journeys. His background in athletic coaching has shaped his approach to working with clients, providing guidance, encouragement, and a thoughtful strategy as they prepare for the years ahead.

Drew earned a bachelor’s degree in sports management with a minor in business administration from Indiana Wesleyan University. He has also passed his Series 65 securities exam and holds life and health insurance licenses. His experience in financial planning has further strengthened his knowledge of retirement strategies and his commitment to helping clients preserve the assets they’ve worked hard to build.

Residing in Springboro, Ohio, for the past nine years, Drew cherishes being the oldest of five siblings. Outside of the office, he enjoys golfing, playing pickleball, and cheering on the Cincinnati Reds, Cincinnati Bengals, and Ohio State Buckeyes.