YOUR TEAM

Drew Schlotter, CFP®, CCFC

Financial Planner
Email: dschlotter@legacyconsultinggroup.com
Phone: (972) 599-4750

Before joining LCG, Drew worked as a financial planner in a range of small and mid-sized financial advisory firms, including time running his own RIA with a focus on life planning for Gen X and Y clients, helping them navigate the financial challenges faced by young professionals. With his unique background and perspective, Drew is constantly looking to adapt to the challenges of today, while keeping an eye on the ever-changing landscape of the future. He loves helping clients build and plan a vision for their future, while tackling the obstacles that pop up along the way. Prior to becoming a financial planner, Drew spent nearly a decade in the U.S. Navy as a military intelligence analyst, specializing in counter-terrorism operations.

Drew graduated from Texas A&M University with a Bachelor of Science degree in Psychology, a Certificate in Work and Organizational Psychology and a minor in Financial Planning. He is a CERTIFIED FINANCIAL PLANNER™ as well as a Certified College Financial Consultant. As an alumnus, Drew is an active supporter of Texas A&M University’s Financial Planning program, mentoring our next generation of financial planners. 

Drew spends most of his free time with his wife Samantha and their daughter. He also trains in Muay Thai kickboxing, woodworking and enjoys driving off-road on 4×4 trails.

Check the background of this investment professional on FINRA's BrokerCheck