Meet Drew Garner

Drew Garner, CFP®

Partner, COO & Advisor

Drew serves as COO and a Wealth Advisor and is responsible for providing client investment advice and implementing the firm’s financial planning strategies as well as developing firm efficiencies and managing day to day operations.

He graduated with a BS in Petroleum Engineering from the University of Oklahoma in the spring of 2016. While a student at OU, Drew developed a passion and interest in finance and the markets, which attracted him to join Castlepoint. He attained the CERTIFIED FINANCIAL PLANNER™ designation. Drew briefly worked in oil and gas gaining critical thinking and analytic skills which have proven to be extremely valuable to our team. Drew is passionate about optimizing our firms’ ability to deliver an exceptional client experience so that we can help as many families live their most abundant lives.

Drew spends his time at home in Tulsa with his wife, Abbie, and their two dogs. Drew is an avid sports fan and golfer, so if he isn’t spending time with his family, he is most likely out on the golf course with friends!