Drew Schlotter, CFP®, CCFC
Wealth Manager, CERTIFIED FINANCIAL PLANNER™
Drew Schlotter is a Wealth Manager with Woodson Wealth Management.
Drew Schlotter started his career at an independent RIA serving the community of Brenham, a small Texas town outside of Houston. He later moved to the Dallas area where he acted as the central financial planner supporting a team of advisors managing $3 billion in assets for roughly 800 high net-worth clients.
In 2021, he set out to start his own RIA with a focus on working with Gen X and Y clients, helping them navigate the financial challenges faced by young professionals. After a year and a half as a solo advisor, Drew found kindred spirits at Woodson Wealth Management, and was excited to be part of a team once again. He is passionate about helping clients live fulfilling lives and has a particular interest in solving the challenges young families face around planning for college and managing student loans after graduation.
Prior to becoming a financial planner, Drew spent nearly a decade in the U.S. Navy as a military intelligence analyst, serving tours in Europe and Southern California with deployments to the Middle East and Pacific Ocean.
Drew is a CERTIFIED FINANCIAL PLANNER™ as well as a Certified College Financial Consultant, and graduated from Texas A&M University with a B.S. in Psychology and a minor in Financial Planning.
Drew spends most of his free time with his wife Samantha and their daughter. He enjoys training in Muay Thai kickboxing, wood working and driving off-road on 4×4 trails.