Drew Barnes, CFP®
Joined M.J. Smith & Associates in 2014
Drew earned a Bachelor of Science in Economics from the University of Colorado. In addition to working with families, he likes to work with business owners, ensuring they’re structured as the proper entity, and that their personal financial planning is integrated with their tax and retirement savings plans.
Why did you choose this profession?
Coming out of college, I knew I’d be in finance, but I didn’t know exactly what I would be doing. I spent a few years at Great West Financial and saw people making mistakes with their retirement plans. I wanted to advise and help them, but I wasn’t legally allowed to do so. After learning more about financial planning, I knew I wanted to pursue the CFP® designation. It has allowed me to become a senior financial consultant and work one-on-one with clients.
What drives you professionally?
Truly wanting to help people. After earning my CFP®, I feel obligated to share the knowledge with clients. It’s great to be able to say, “Ok, you can retire!” I’ve seen people break down in tears when they hear that news. Literally watching people achieve their goals and dreams drives me. Sometimes, the situation is somber, like a death or other life challenge. I help them walk through that next phase of life, reassuring them that we’ve planned for this.
The true joy comes from getting to know people and becoming friends beyond business acquaintances. It feels good to have people trust you, not only with their life savings, but also their children and grandchildren’s life savings. It says a lot about the firm Mark has built and the people who work here.
If we ran into you on the weekend, you’d be…
With my wife, Laura, and our family and friends or at a sporting event: Buffs, Broncos, Nuggets, or Rockies. Or you might catch me pursuing my biggest recreational passion: golf on my favorite course, Perry Park.
A group of friends raises and donates money each month for local families in need. I was a Young Professional Co-Chair for the 2019 Invisible Disabilities Association Gala.
My grandparents were Holocaust survivors. My grandfather’s entire family died in a concentration camp; he survived to fight against the Nazis. It really helps put things in perspective when times get tough. Their story helped make me who I am.