Drew Floyd

How do I help clients live a richer life?
Living a richer life means something different to each client. In my role as Business Development Specialist, I collaborate with our team as we build relationships with individuals and families to identify their specific needs and goals in order to ultimately align their wealth, passions, and purpose.

How do I align my time and money with my values and passions to Live a Richer Life?
I align my time and money with my values and passions by prioritizing experiences that enrich my life. I invest in quality time with family and friends and love to explore new places and cultures— especially if there’s an excuse to golf or fly fish! I believe that endless curiosity is the engine for personal growth, and I am always trying to learn as much as I can to expand my horizons and live a balanced, fulfilling life.