FOUNDING PARTNER
Andrew
Drew is a founding partner of Truvize with over 15 years of experience in the industry. Having founded and managed multiple businesses, he understands the unique challenges business owners face.
Committed to transparency, Drew helped build Truvize around straightforward fees and practical, actionable guidance, always keeping entrepreneurs at the center of every strategy. He believes each partnership deserves dedicated attention, honest communication, and thorough follow-through. By prioritizing these values, he helps business owners organize their finances, reduce tax burdens, and plan confidently for the future.
When he’s not advising entrepreneurs, Drew devotes time to his wife, Sammie, and their two children, Taylor and Jackson. This family focus grounds him in the same values—integrity, honesty, and care—that shape his professional relationships.
FOUNDING PARTNER
Andrew
Drew is a founding partner of Truvize with over 15 years of experience in the industry. Having founded and managed multiple businesses, he understands the unique challenges business owners face.
Committed to transparency, Drew helped build Truvize around straightforward fees and practical, actionable guidance, always keeping entrepreneurs at the center of every strategy. He believes each partnership deserves dedicated attention, honest communication, and thorough follow-through. By prioritizing these values, he helps business owners organize their finances, reduce tax burdens, and plan confidently for the future.
When he’s not advising entrepreneurs, Drew devotes time to his wife, Sammie, and their two children, Taylor and Jackson. This family focus grounds him in the same values—integrity, honesty, and care—that shape his professional relationships.
FOUNDING PARTNER
Andrew
Drew is a founding partner of Truvize with over 15 years of experience in the industry. Having founded and managed multiple businesses, he understands the unique challenges business owners face.
Committed to transparency, Drew helped build Truvize around straightforward fees and practical, actionable guidance, always keeping entrepreneurs at the center of every strategy. He believes each partnership deserves dedicated attention, honest communication, and thorough follow-through. By prioritizing these values, he helps business owners organize their finances, reduce tax burdens, and plan confidently for the future.
When he’s not advising entrepreneurs, Drew devotes time to his wife, Sammie, and their two children, Taylor and Jackson. This family focus grounds him in the same values—integrity, honesty, and care—that shape his professional relationships.
FOUNDING PARTNER
Jonathan
Over the past 15 years, Jonathan has worked on financial plans for hundreds of clients across a wide spectrum of incomes and complexities. He also co-founded a local startup, bought, updated, and sold another business. These experiences contribute to his expertise in helping solopreneurs and small business owners with their tax and financial planning.
With Truvize, his ultimate goal is to build great relationships with his clients, provide honest, experience-based financial advice, and change the way people think about financial planning.
Nothing is more important to him than his faith in Jesus Christ, his family, and his friends.
Jonathan is happily married to his beautiful wife, Fallon, and has one daughter, Brooklyn, who is the light of their lives. He and his wife love to travel, and he is an avid golfer and sports fan.
FOUNDING PARTNER
Jonathan
Over the past 15 years, Jonathan has worked on financial plans for hundreds of clients across a wide spectrum of incomes and complexities. He also co-founded a local startup, bought, updated, and sold another business. These experiences contribute to his expertise in helping solopreneurs and small business owners with their tax and financial planning.
With Truvize, his ultimate goal is to build great relationships with his clients, provide honest, experience-based financial advice, and change the way people think about financial planning.
Nothing is more important to him than his faith in Jesus Christ, his family, and his friends.
Jonathan is happily married to his beautiful wife, Fallon, and has one daughter, Brooklyn, who is the light of their lives. He and his wife love to travel, and he is an avid golfer and sports fan.
FOUNDING PARTNER
Jonathan
Over the past 15 years, Jonathan has worked on financial plans for hundreds of clients across a wide spectrum of incomes and complexities. He also co-founded a local startup, bought, updated, and sold another business. These experiences contribute to his expertise in helping solopreneurs and small business owners with their tax and financial planning.
With Truvize, his ultimate goal is to build great relationships with his clients, provide honest, experience-based financial advice, and change the way people think about financial planning.
Nothing is more important to him than his faith in Jesus Christ, his family, and his friends.
Jonathan is happily married to his beautiful wife, Fallon, and has one daughter, Brooklyn, who is the light of their lives. He and his wife love to travel, and he is an avid golfer and sports fan.
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We combine real entrepreneurial experience with 15 years of financial planning expertise. Take two minutes to tell us about your business and current financial needs.