Andrew Green, CFP®

Drew plays a vital role in managing client relationships and delivering comprehensive financial planning services. With a strong emphasis on investment and tax planning, he specializes in serving clients who are actively building their wealth, particularly executives navigating stock-based compensation such as RSUs, stock options, and deferred compensation plans. Drew is passionate about helping clients reach their long-term financial goals through regular communication and close collaboration with their broader professional network, including CPAs, estate planners, and insurance agents. He also maintains regular contact with stock plan administrators, corporate trustees, mortgage and loan officers, and third party account custodians and retirement plan administrators to ensure every decision is well-informed and fully integrated into a client’s financial picture.

Beyond his client work, Drew is a valued mentor and a key contributor to the firm’s growth. As a senior advisor, he actively supports the professional development of his colleagues, creates opportunities for client engagement, and fosters collaboration across all levels of the team. He also plays an important role in the firm’s business development efforts, helping to shape its future by cultivating new relationships and building awareness of the firm’s integrated services.

Drew joined the firm as a tax intern in 2008 and transitioned to a full-time role in 2009. Over the course of his tenure, he has built a reputation for precision, clear communication, and a strong work ethic. He holds a bachelor’s degree in accounting from West Chester University and is a CERTIFIED FINANCIAL PLANNER®.

Outside the office, Drew enjoys fishing, hiking, and camping with friends and family. He also volunteers with local conservation groups and animal rescue organizations, including regularly fostering animals.