Broker Check
Drew Achter, CFA, CFP ®

Drew Achter, CFA, CFP ®

Financial Advisor

Drew joined Scheffel Financial Services in 2024 and has been working in financial services since 2015. Prior to joining Scheffel, he worked as a Wealth Advisor with Charles Schwab where he oversaw almost 300MM in client assets. While at Schwab, he helped clients with long term tax planning, estate planning, retirement income planning and investment management. Drew feels it is important to gain an in depth understanding of what his clients are looking to achieve. He prides himself on being thorough through complex client situations.

 

Drew has a bachelor’s degree in Business Administration with an emphasis in Finance that he earned at the University of Missouri – Columbia. He is also Certified Financial Planner, and holds the Chartered Financial Analyst® designation. He plans to continue his ongoing learning in order to provide his clients with the best advice possible.

 

Drew grew up in Pevely Missouri, a small town south of Saint Louis and now lives in Fenton Missouri. He enjoys playing with his son, exercising, and watching Blues and Cardinals games in his spare time.

 

Drew’s experience and education give him an upper hand in helping clients. He has run hundreds of financial plans for clients over the last decade and hopes to continue serving clients for years to come.