Drew Tardy CLU®, ChFC®

Drew Tardy, CLU®, ChFC®

Regional Manager and Financial Strategist

As a financial strategist, Drew enjoys learning about the lives of the clients he serves and encouraging them to pursue their dreams with strategic planning and thoughtfulness. As regional manager, Drew leads the Charleston team by creating an environment of fun professionalism, focusing on excellence in client care and growing the team and the region. He is also a member of McKinley Carter's Financial Autonomy Specialized Practice Group.

Licensing and Education

Bachelor of Science in Sociology: Environmental Issues and Globalization University of Tennessee
Chartered Financial Consultant (ChFC®)
Chartered Life Underwriter (CLU®)

Accomplishments and Honors

Drew was a member of the University of Tennessee football team, playing wide receiver for the Vols in the mid-2000s. He used the lessons learned on the gridiron to pursue a career in finance. While the numbers side was interesting, Drew enjoyed the interaction with people, collaborating to work toward a common goal. This has led to a career with over a decade of experience in the financial services industry, ranging from insurance to investments. Before joining us, Drew co-founded an insurance services firm and was named 2016 Mountain State Agency Alliance Rookie of the Year.

Community Involvement

Drew is a member of the Financial Planning Advisory Committee for the University of Charleston and also mentors student-athletes at the University of Tennessee. Additionally, he and his wife Maggie are first-grade Sunday school teachers at River Ridge Church in Hurricane, WV. Until experiencing an Achilles tear, he competed with his friends in an adult soccer league. He now enjoys distance running and bike riding. When he has time, he loves to golf, travel to new places, and vacation with Maggie and their two daughters, Ava and Claire, at Kiawah Island.

Selected Resources

Leaving a Lasting Legacy

Drew’s Articles

Nonprofits

Nonprofit Fiscal Planning: Sustaining the Work That Is Bigger Than Us

At McKinley Carter, we not only provide guidance in a variety of important areas of nonprofit operations and finance (investment management, board governance, and fundraising, to name just a few), we also contribute to the overall mission of our nonprofit clients and their positive community impact, in perpetuity. How? Through an alignment of our goals — the most important of which is sustainability.

Sustainability is critical for a nonprofit’s long-term viability, effectiveness, and service to constituents. It goes hand-in-hand with fiscal planning. Find out what nonprofits should consider in their fiscal planning.

Wealth Management

Purpose: The Missing Piece in Your Plan to Retire

For those preparing for retirement, it is an exciting time. You have planned and worked hard to get to to this point, building your identity in your community, making friends, and making a difference in the world around you. However, when retirement is finally achieved, it can often create a sudden void that can be difficult to fill. It's very important to think through ways to find purpose during your retirement years. Here are five ways to help you do just that!

I Stock 518591158 FINAL IMAGE SAT blog Feb2022

Wealth Management

Do You Have a Financial Timeline?

A financial timeline is a great way to help you track and understand financial data points from your past, as well as map out potential data points in the future for planning purposes. If you've never considered your own financial timeline, you should. Here's why.

View All

A women smiling in an office, meeting with a client.

Expect to Leave Invigorated.

Every conversation with McKinley Carter is an energizing experience, an opportunity to take your financial instincts and confidence to the next level—starting with the very first one.