DREW SCHMIDT

PROFESSIONAL

Drew is a partner and financial advisor at Wealth Conservation Group. In his day-to-day, he focuses on helping clients develop and execute wealth strategies that align with their goals. Drew enjoys making a difference for his clients, and he understands the importance of listening first, advising second. As a result, every plan he makes is specifically designed to address the unique needs of each client.

With over two decades of experience under his belt, Drew is passionate about making life easier for his clients. He educates them on their financial life, walks them through their options, and gives them the information they need to make the decision-making process easier. Throughout his career, Drew has proudly come to think of his clients as friends and family, and he appreciates the deep connections he’s forged with every one of them.

Drew works with a diverse set of clients, but his sweet spot is in helping small business owners and those nearing retirement. He understands that the decisions these clients make today can have a big impact on their future financial well-being. His focus is on lifting the burden of preparing and planning off their shoulders and helping them understand what’s needed in order to reach their goals.

EDUCATION & BACKGROUND

Drew graduated from James Madison University with a degree in Finance in 2001. For his first two years out of college, he worked on the New York Stock Exchange. In 2003, Drew joined his father’s advisory firm and has continued to provide personal planning services here ever since.

Drew is a Life Underwriter Training Council Fellow (LUTCF®) professional and NAIFA member.

COMMUNITY INVOLVEMENT

Drew enjoys being an active member of his church, the Centerport United Methodist Church. He currently serves as the Finance Chair on the church board.

PERSONAL LIFE

Drew and his wife, Dana, have lived in Northport, NY since 2006. In his opinion, Northport and its small town charm is one of the best places to live and raise their three kids, Gavin, Devon, and Rory.

Living right on the water, Drew and his family love going out on their family boat in the summer. In fact, their most memorable family vacation was spent swimming, snorkeling, and having tons of fun in the sun on a Disney Cruise. In the winter, the family enjoys taking ski trips to upstate New York, Maine, and Colorado.

Drew loves to get outside and get active. Running is his go-to exercise, which he calls his natural anti-anxiety cure. He tries to squeeze in a running session whenever he can, but he and Dana are kept busy all year long managing their kids’ sports practices and schedules.