Hey Everyone, My name is Drew Schaffer. I truly enjoy the art of financial planning and investing. I kind of nerd out on it. And I love using my knowledge and expertise to educate my clients, provide them with peace of mind, and leave themselves and their families better off. I strongly believe that financial planning and investment advice is most effective when done in a proactive manner. So that is exactly how I approach my relationships. Prior to joining Ellis, I was the lead advisor for more than 200+ households at Vanguard. And while it was a tremendous experience, I recognized that when you have that many relationships to manage and plan for, the service tends to become reactive instead of proactive. Which I felt didn’t allow the true value of planning to be realized. Myself and our firm limit our practice sizes to a 60:1 client to advisor ratio. This allows me to spend adequate and necessary time on each relationship. Then with my understanding of your financial situation and the direction you’d like to head, I can proactively communicate to you the guidance and action items to help maximize your unique financial situation. On a more personal note, I reside in the Greater Philadelphia area. My family is the greatest blessing in my life. Quality time with my family, especially my many nieces and nephews, is how I enjoy spending my time. I also love to golf (albeit rather poorly), and I enjoy playing in a basketball league throughout the year. Like most people, I enjoy traveling and will typically plan a trip or two each year. I often center that trip around a concert or a sporting event, which are two of my favorite hobbies as well. Please feel free to reach out and connect! I’m always happy to meet new people and see how I can help. Thank you.