Professional Biography

Drew Owen is an Integrated Wealth Advisor at Carlson Capital Management. As part of the Advisory Team, Drew partners with clients and their families, providing the firm’s fully integrated wealth management experience including investment management, retirement modeling, estate and educational planning, and all other aspects of general financial planning and client care. In this role, Drew also connects clients with the firm’s specialists for overall portfolio management as well as direct access to expertise in areas such as tax planning and insurance analysis.

Drew is a graduate of Iowa State University, where he obtained a Bachelor of Science in finance and marketing. Since graduating, he has gained a breadth of experience in the financial services industry, working in business development and advisory roles serving affluent individuals and providing leadership and training to fellow colleagues. His unique skillset allows him to seamlessly appreciate and successfully balance the quantitative and qualitative aspects his work—analyzing financial statements, stock options, and insurance policies to develop comprehensive integrated financial plans and finding great reward in listening deeply, thinking creatively to best support each client, communicating clearly, and cultivating authentic relationships with others. Drew holds the CERTIFIED FINANCIAL PLANNER^® designation granted through the Certified Financial Planner Board of Standards.

Drew is a native of Ankeny, Iowa, and currently lives in Rochester, Minnesota, with his Bernese puppy, Phoenix. When he’s not golfing, Drew enjoys traveling, reading, and spending time with friends and family.

Personal Thoughts

On my first day at CCM, I walked into the break room to find everyone gathered together around a breakfast spread and a welcome basket with different gifts inside, which was nothing I had experienced before. From day one, I’ve felt a genuine sense of people helping one another, not because they have to, but because they actually want to help. People have gone out of their way to introduce themselves and make sure my transition has been going smoothly into my new role. This directly translates to how CCM treats clients—everyone receives the same, excellent service from a team that genuinely cares about each other and their neighbors.