< BACK TO ALL PLANNERS & STAFF
CFP®
Client Relationship Manager
Drew Shaffer joined Heritage Financial Consultants in January 2016 and has been a member of Tom Spray-Fry’s practice since May 2017. Drew focuses on delivering a superb experience, with the primary goal of developing strong, trusted relationships and providing efficient and effective service to all clients and customers.
Drew graduated from Towson University with a B.S. in Finance in 2017. He is a sports fanatic and enjoys playing golf, tennis, and basketball in his spare time.
Certifications
- CERTIFIED FINANCIAL PLANNER™ practitioner
- Series 7 and 66 registered
- Life and Health insurance licensed
Education
- B.S., Towson University
- American College of Financial Services
Community Involvement
- Towson University Investment Group (Past President)
- Special Olympics Maryland
Andrew maintains his CFP® certification and only provides administrative services to Osaic FA financial planners and professionals. While he is licensed as a registered representative of Osaic FA, he acts in an administrative capacity and is not able to offer brokerage, investment advisory, or financial planning services directly to an Osaic FA client.
307 International Circle, Suite 390 Hunt Valley, MD 21030
