Drew Thompson, CFP®, AAMS

Drew Thompson, CFP®, AAMS

Principal

What's your why?

"There's a powerful moment in the planning process when successful people breathe a visible sigh of relief as they learn they can retire with confidence. It’s a noticeable shift in thought when they realize that they can focus more on their passions and less on the bottom line. I love witnessing this moment."

Bio

Drew brings 17 years of experience to Enso. He works with a small group of successful families, many of whom are business owners. In fact, his passion for entrepreneurs is what inspired him to join Enso. Like every valued partner at Enso, Drew is now an owner of the practice he spent years building with his clients.

Drew assists clients of all ages, but he especially enjoys serving the baby boomer generation. He has personally guided dozens of his clients to successful retirements. Through this experience, Drew understands that while retirement can be exciting, it also brings a great deal of anxiety. He has perfected a process over the last two decades for shepherding his clients to retirement seamlessly and with confidence.

A perpetual student, Drew continues to invest in his development as a wealth management professional through various coaching programs, through ongoing education that supports his Certified Financial Planner™ designation, and by collaborating with the most talented professionals in his field. An area of development Drew has found especially gratifying is the deep understanding he has gained in the nuanced area of impact investing or socially responsible investing, which puts an emphasis on buying securities that align with your core beliefs and values.

No matter how proficient he is as a wealth manager, Drew understands the value of being able to tap into a vetted network of professionals. This awareness has motivated Drew to build deep relationships with experienced CPAs, enrolled agents, estate planning attorneys and insurance professionals. If there is a need he cannot address, he will personally get you to someone who can.

Drew has many hobbies and passions including backpacking, scuba diving, camping, and snowboarding, just to name a few. These days he is dedicated to spending as much time as possible with his beautiful wife Kristen and passing down his love of the outdoors to his daughter, Lucy.

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