In 2022, Drew retired after 30-plus years caring for the financial well-being of BSW’s clients and their families while also helping to manage and grow BSW. Drew remains actively engaged with BSW as a principal, mentor and occasional provocateur. With over 40 years of...
Julie is a managing principal of BSW Wealth Partners and Strategic Advisor for the firm’s clients. As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 20 years, she has assisted clients with transitions...
