Financial Advisor, Smartvestor Pro
Drew Hodgson understands that helping clients with their financial and investment needs begins with building strong, lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Whitaker-Myers Wealth Managers, Drew puts his clients and their needs first.
Offering a wide range of investment services, Drew is committed to helping you achieve your financial goals. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, Drew works on a team of Dave Ramsey’s SmartVestor Pros, because, like Dave, his focus is on helping clients live their lives debt-free and financially independent.
Before joining Whitaker-Myers Wealth Managers, Drew was a Registered Paraplanner on a team of advisors managing just over $100MM. As a Registered Paraplanner, he helped clients achieve their goals with money including being able to save more, spend smarter, pay off debt, and feel more comfortable and confident with money management. He shared this expertise through one-on-one meetings.
Drew graduated from The University of Akron with a degree in financial planning. The University of Akron boasts the 11th-ranked CFP Board registered program nationally. Drew believes in providing the highest level of competence and service to all his clients by continuing his education. Drew is currently studying to obtain his CERTIFIED FINANCIAL PLANNER™ designation. While in college, Drew competed on The University of Akron’s football team where he was a quarterback, and competed in financial planning competitions against the top schools across the country.
Through his experience as a preferred walk-on quarterback at the University of Akron, he was able to effectively communicate with people from all walks of life, and help achieve a common goal. Being able to listen, repeat back pivotal information, and work to accomplish a common goal is key to success as a quarterback and as a teammate. It has helped him flourish in client-facing scenarios, as he has applied what he has learned from college football to real-world applications.
Drew lives in Dublin, Ohio. In his free time, he likes to work out, watch movies, and spend quality time with his friends and family.