Drew Barnes, CFP®
Senior Financial Consultant
Drew is a CERTIFIED FINANCIAL PLANNER™ that develops comprehensive financial plans, builds and manages client investment portfolios, and prepares and conducts client portfolio reviews. He strives to gain a deep knowledge of his clients’ financial needs and goals to ensure that his recommendations are always in their best interests. Drew is also very involved in conducting research and serving on the firm’s Investment Committee. Prior to joining the firm, Drew worked as a Registered Retirement Representative for Great-West Financial.
Drew holds a Bachelor of Science in Economics from the University of Colorado, as well as the Investment Company Products/Variable Contracts Limited Representative (Series 6), General Securities Representative (Series 7) license, Uniform Securities Agent State Law Examination (Series 63) licenses, and Colorado Life and Health Insurance licenses.
Drew is a big sports fan and a diehard fan of all Colorado pro sports teams. He enjoys staying active by playing basketball, hiking and loves spending time with his wife Laura and their two dogs Kuma and Luda. Drew and Laura got married in October of 2016 in Monterey, California.