Drew Geldbach is a seasoned Wealth Management Advisor at Visionary Wealth Advisors, with experience dating back to October 2018. In this role, Drew specializes in assisting families with their financial goals, particularly focusing on individuals nearing retirement who have pensions, ensuring they comprehend their options. Prior to this position, Drew served as a Financial Advisor at Four Seasons Wealth Management from September 2013 to October 2018, where responsibilities included developing comprehensive financial plans and offering guidance on various aspects such as estate, life/health insurance, Social Security, and tax planning. Drew holds a Bachelor of Science in Finance and Financial Management Services from Southeast Missouri State University, completed in 2013.
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