Expert Advice

Meet Drew

Drew Pratt, Vice President of Investment Advice, details how family history informs his approach in helping Rebalance clients achieve their investment goals.

Drew Pratt:
I grew up in a small town in Northern Wisconsin. My father was a doctor. He helped people out every day. That was just part of his work. And I lived in an environment where people help each other out. So that, I think, has become a passion for me over time, to help people and to help them be successful and to be there for them when they need me. I get a lot of opportunities and a lot of pleasure out of helping Rebalance clients reach success in their financial lives.