Erik Drewry is a Series 66-licensed financial advisor with Hackett Financial Group, LLC and has five years of industry experience. Prior to joining Hackett Financial Group, he worked at Trio Advisors Longview LLC and Ameriprise. Outside of his advisory role, Drewry is involved in entrepreneurial and investment-related activities including serving as owner and president of 8fold Ventures LLC and membership in the R&D technology incubator Neutron & Carbon Technologies. Hackett Financial Group provides portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and other business entities. The firm’s investment approach combines an asset-allocation framework using low-cost ETFs and structured banknotes with fundamental, technical, and cyclical analysis, and offers separate tax preparation services.

Scott Hackett is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Hackett Financial Group, LLC since 2006. In addition to his advisory role, he works as an independent insurance agent. Hackett Financial Group provides portfolio management and financial planning services to individuals, trusts, estates, corporations, and banking institutions. The firm employs an asset-allocation approach emphasizing global diversification, low-cost ETFs, and tax efficiency, while also incorporating structured banknotes and a blend of fundamental, technical, and cyclical analysis in its portfolio construction.

Danial Verhaalen is a financial advisor at Hackett Financial Group, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Charles Schwab & Co., Inc. since 2016. Hackett Financial Group provides portfolio management and financial planning services to a range of clients including individuals, high-net-worth clients, trusts, estates, corporations, and banking institutions. The firm employs an asset-allocation strategy utilizing low-cost ETFs and structured banknotes, combining fundamental, technical, and cyclical analysis in its portfolio management.