Trust & Estate Strategist
Drew is a trust and estate strategist for Bel Air Investment Advisors LLC, providing estate, gift and philanthropic strategies to high-net-worth individuals and families. Drew is also an attorney with Bentler Mulder, LLP practicing estate and trust law. In his capacity with Bel Air, Drew acts as an independent consultant only and does not practice law for Bel Air or its clients.
Prior to joining Bel Air, Drew was a Senior Vice President and Senior Wealth Planning Strategist for Wells Fargo Private Bank in the Southwest Region. He was also the Hawaii Regional Director for the Private Bank. Prior to Wells Fargo, Drew was the District Trust Manager for Merrill Lynch Trust Company and Specialists Manager for Merrill Lynch in Southern California. Before Merrill, Drew was a partner with the Newport Beach law firm of Barton, Klugman & Oetting. He also served as a law clerk to the Hon. Lehman C. Aarons of the United States Tax Court.
Drew holds his B.S. degree from California State University-Fullerton and his J.D. degree from Pepperdine University School of Law. He is a member of the California Bar. He lectures frequently on estate strategies and new ideas.
Drew lives in Carlsbad with his wife, JC. They have two children and one grandchild. He loves and hates golf.