Our clients enjoy working with a team they can trust, have confidence in and are comfortable sharing their long-term planning goals with. They appreciate our commitment to their financial wellbeing, so when an important financial decision needs to be made, their first thought is to call Drew and Trill.

I earned a bachelor's degree with a double major in economics and international relations at the University of Delaware. I have earned the CFP® certification and AAMS™ designation from the College for Financial Planning. In 2004, I joined Edward Jones as a financial advisor.

I grew up in Wilmington, Delaware, and we have lived in Mt Pleasant since 2004. I have been married to my wife, Susie, for 24 years and we have two daughters: Lily, 22, and Sophie, 20.

I have been active in business and civic affairs for many years. I play in multiple USTA Leagues with the Park West 3.5 Tennis Team and I am on the board of directors for the East Cooper Habitat for Humanity. I am also a member of the Mt Pleasant Chamber of Commerce.

My senior branch office administrator, Trill Norris, has more than 25 years of experience and is dedicated to providing you with the highest level of service possible. Please don't hesitate to call on her with questions concerning your account. She supports the community by being involved for more than 29 years as an officer in the Benevolent, Patriotic Order of DOES, a charitable, nonprofit organization.

Relationships are key, and in our view, meeting face to face builds strong relationships. We meet when it's convenient for our clients because we recognize the challenging needs of their business and their lives.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Portfolio Reviews
  • College Savings
  • Entrepreneurs & Business Owners

My Personal Interests

  • Golfing
  • Tennis
  • Surfing
  • Running
  • Traveling

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Branch Team

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