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