Experience

Makes all the difference

Charles Drew CPFA, C(k)P, CIMA, CRPC

Managing Director–Wealth Management

Financial Advisor

Registered States:
  • AR
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV

Credentials

  • Chartered Retirement Planning Counselor
  • Certified 401(k) Professional
  • Certified Plan Fiduciary Advisor (CPFA)
  • Certified Investment Management Analyst®
1501 K Street North West
Suite 1100
Washington, D.C., DC 20005

Email Me

Bennett Kavlick

Financial Advisor

Registered States:
  • AR
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • KY
  • LA
  • MA
  • MD
  • MI
  • MO
  • MT
  • NC
  • NE
  • NJ
  • NY
  • OH
  • PA
  • SC
  • TN
  • TX
  • UT
  • VA
  • WA
  • WI
  • WV
1501 K Street NW
Washington, DC 20005

Email Me

Matthew Tomczuk

Financial Advisor

Registered States:
  • DC
  • MD
  • PA
  • VA
1501 K Street NW
Washington, DC 20005

Email Me

Justin Hatch

Client Associate

1501 K Street NW
Washington, DC 20005

Email Me