About Drew
1- CFS, ChFC,
2- Owner, Trainier & Senior Advisor of Financial Strategies for Successful Retirement Seminars
3- Founder & CEO & Senior Advisor of Integrated Compensation Solutions, Inc.
4- General Manager & Senior Advisor of the Washington DC and Baltimore area for Freedom Tax Advisors
5- Broad and deeep subject matter expertise with signficant client experience in the areas of Insurance, Investments, Annuities, Corporate Consulting, Business Planning, Exective Compensation, Compensation Consulting, Estate Planning, Financial Planning
Education
Bachelors
Licenses
Series 6
Series 63
Series 65
IBF Designations
CFS®
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Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
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At a Glance
IBF Designations
1
Member Since
1998
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.