Drew Coleman

Drew Coleman is a seasoned financial planner and consultant with a distinguished educational background in finance, accounting, and political science. He holds an MBA specializing in Finance and Accounting from Kellogg Graduate School of Management and a BA in Political Science from the University of Michigan.

With a wealth of experience in the financial sector, Drew has held key positions with reputable organizations. He currently serves as a Financial Planner and Partner at The Next Level Planning Group. Previously, he worked as a Financial Planner at Lincoln Financial Advisors, Consultant at Guggenheim Partners, Manager of Fixed Income at Wespath, a division of the General Board of Pension and Health Benefits, and as an Associate at Grosvenor Capital Management.

Drew Coleman's diverse expertise across financial planning, investment management, and consulting equips him with a comprehensive skill set to cater to clients' needs effectively. His academic qualifications and extensive professional experience make him a valuable asset in the finance industry.