Our Team

Drew is a third-generation Ohio State Buckeye graduating in 2002 with a Bachelor of Arts in Economics and minor in Business. He’s a lifelong learner, avid reader, and holds many financial services licenses and designations.

A native of Northwest Ohio Bill moved to Columbus upon graduation from Port Clinton High School. Bill attended The Ohio State University where he earned his Bachelor’s of Science degree in Family Financial Management in December...

Rachel Flad joined CME Financial Services as an Executive Assistant in November 2016. A Columbus native, she graduated from Defiance College in 2010 with a Bachelor of Science degree in Forensic Science and a minor in Mathematics....