
Focus Areas
Estate Planning Strategies
Comprehensive Financial Planning
Equity Analysis
Tax Planning
About the Financial Advisor
Drew joined The Bergstrom Group at Focus Financial in 2021 and brings more than five years of cross-functional expertise integrating technical and financial strategies for small and Fortune 500 businesses, including an internship with the Bergstrom Group in 2015. Drew earned his Bachelor of Science in Mechanical Engineering with an electro-mechanical focus from the University of Minnesota Duluth, and he attained his CFP designation in 2023.
As a Financial Advisor in our Comprehensive Wealth Management Services team, Drew manages client relationships, develops customized and comprehensive financial plans, implements tax management strategies, provides tailored and simplified estate planning, researches equities and manages income and growth strategies. An avid investor since junior high, Drew enjoys developing new investment opportunities with innovative technologies and services to help clients achieve their goals.
Education and Designations
- University of Minnesota – Duluth, Bachelor of Science, Mechanical Engineering
- CFP® – Certified Financial Planner™
- Series 7 & 66
Personal Life
Drew enjoys spending family time together with his wife, Maddie, and their two young girls. He also enjoys fishing, hunting, camping and golfing with friends and family.

Contact
Direct Phone: 651 379-3931
E-mail: dbergstrom@focusfinancial.com
Suite 5500
Minneapolis MN 55413