Drew Harper, CFA, CFP®
Senior Financial Consultant
Drew Harper enjoys his role as a trusted adviser for clients at M.J. Smith & Associates. "I love knowing that the education and direction I give my clients truly helps them make better decisions," he says. His passion to assist clients in aerospace and non-profit industries led him to create a specialty within the firm.
Drew holds the Chartered Financial Analyst® and CERTIFIED FINANCIAL PLANNER™ designations. His responsibilities include conducting client portfolio reviews, developing financial plans, and preparing investment recommendations. He also participates in the firm's Investment Committee.
Drew joined M.J. Smith & Associates in 2009, and continued to sharpen his financial expertise by becoming a Chartered Financial Analyst® in 2016. To earn the CFA® credential, candidates must complete a graduate-level, self-study curriculum and a series of three intensive exams, requiring at least 900 combined hours of study.
In addition to his certifications, Drew holds a Bachelor of Science degree in Finance from Metropolitan State University of Denver.
When he's not in the office, Drew appreciates spending time outdoors hiking or skiing, and being with his friends, his wife Lauren and their Italian greyhound, Zoey.