Our Associates

Drew is a Co-Founder and Managing Director - Investments of The Venture Strategies Group of Wells Fargo Advisors which was established in March 2019 and named to Forbes Best-in-State Wealth Management Teams list for 2025.

He is a Private Wealth Financial Advisor with Wells Fargo Advisors whose responsibilities include providing asset management services to entrepreneurs, families and foundations.

Drew takes the lead role in helping clients establish and evaluate their family’s core values, mission and investment policy statement, as well as their multi-generational, tax and charitable planning strategies. Prior to joining Wells Fargo Advisors, Drew had similar responsibilities at Morgan Stanley and UBS Financial Services.

He has had a leadership role in organizations with a youth focus for many years including co-founding Hands4Others with the mission to rise up a movement of young people to help solve the world’s water crisis.

He has served as the Board Chair for both El Montecito School and Providence School in Santa Barbara and has been a guest speaker with an emphasis on leadership and entrepreneurship at local high schools as well as Westmont College.

Drew currently serves on the board of Calvary Chapel in Santa Barbara and released his first book on purposeful living in July 2024. 

*Wells Fargo Advisors does not provide legal or tax advice.
*2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 11,674 wealth management teams were considered for the rating; 5,331 (45.66% of candidates) were named 2025 Forbes Best-in-State Wealth Management Teams.

Rich has worked with The Venture Strategies Group since 2006.  His responsibilities include trading equities, fixed income, and options used primarily to mitigate and hedge portfolio risk. 

He handles client communication and reviews portfolios in terms of overall asset allocation and performance analysis.

Rich is heavily involved in youth sports, volunteering, coaching, and helping leading development and fundraising efforts for various leagues and families who need assistance.

He is also a master at sports trivia.

Renee has strong relationships with our clients, handling our day-to-day operations.  She focuses on our clients’ administrative needs and streamlines internal processes to make sure any open items and issues are handled in a timely manner. 

She has three decades of operations experience, having worked in in a variety of corporate roles before joining The Venture Strategies Group as head of administration in 2003. She provides our clients with a wide range of services efficiently and with care.

Renee has three children and spends much of her spare time enjoying her family’s activities, tending to her mini ranch, and reading books.

ID Insurance License Number: 1962139
CA Insurance License Number: OC71903