Hackett Financial Group, LLC

Erik Drewry is a financial advisor at Hackett Financial Group, LLC with four years of industry experience. He holds a Series 66 designation and has worked at firms including Ameriprise Financial Services, LLC and Lodestar International LLC. Outside of advising, Drewry is involved in technology research and development through Neutron & Carbon Technologies and owns 8fold Ventures LLC, a private placement business. Hackett Financial Group provides portfolio management and financial planning to individual clients, trusts, estates, corporations, and banking institutions. The firm emphasizes a globally diversified, asset-allocation approach using low-cost ETFs and alternatives, combining discretionary asset management with tax preparation and insurance product offerings.

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 11 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services LLC and Charles Schwab. Hackett Financial Group provides portfolio management and financial planning to individuals, trusts, estates, corporations, and banking institutions. The firm’s investment approach emphasizes global diversification, low-cost ETFs, tax efficiency, and uses a combination of fundamental, technical, and cyclical analysis in constructing portfolios.