Advisor profile


My approach

Drew Self - My approach photo

Personalized advice to help you achieve your goals

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach.

I take the time to understand what’s truly important to you. Together, we document your goals, track your progress and make ongoing recommendations to help you diversify your portfolio, and adjust to whatever life brings — both the expected and the unexpected.

With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and always in control of your financial life.

Drew Self - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
19
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Masters of Business Administration
  • CFS® Certified Fund Specialist
  • APMA® Accredited Portfolio Management Advisor℠
  • AIF® Accredited Investment Fiduciary

Education

  • Master of Business Administration from Southern Nazarene University

Interests

  • I love spending time with my wife and my two little girls.
  • I also am an avid hunter and fisherman.

Community participation

  • I am a member of the Oklahoma Sportsman Club.
  • I am involved with the Aerospace Technology Education Center.

Professional associations

  • Delta Mu Delta