Broker Check

Team Member Spotlight: Drew Culver

May 30, 2024

Can you share a brief overview of your role within the company and what your day-to-day responsibilities look like?

As an advisor, my primary responsibility is to provide comprehensive planning and education to clients. My normal day includes meeting with clients and ensuring any follow-up or action items are completed in a timely manner.

What's a recent project you've worked on that you're particularly proud of, and what impact did it have on the company?

I've enjoyed getting to know new clients as well helped integrate new financial planning software into the company to hopefully elevate the client experience.

How do you stay motivated and innovative in your role, especially during challenging times?

I joined this industry to make a difference in other people's lives by helping them to recognize and achieve their goals. Remembering that helps to keep me motivated and striving to be the best advisor that I can be.

Outside of work, what are some hobbies or passions that you pursue?

 I enjoy spending time with my family and playing sports and board games. I also enjoy trying new restaurants, wineries and breweries.


Looking forward, what's one goal you have for the next year, either professionally or personally?

Professionally, I want to keep building my knowledge of the industry and pursue additional professional designations. Personally, I don't enjoy running so I want to push myself to run a 5k.