In this episode of The Executive Hustle Podcast, I explore the journey of creation and security with my guest Drew Yerger, managing partner at Legacy Partners Wealth Management. Drew shares his journey from aspiring farmer to wealth management maven. Through early influences of his father's entrepreneurial pivot and a summer mentor named Jim, Drew developed a love for process and helping others navigate uncertainty. Now a marathon runner and financial advisor, he brings a refreshingly human touch to an industry often perceived as impersonal. Drew shares his core philosophy and the conversation reveals how his childhood dreams of farming weren't so far off - he's still nurturing growth, just in a different field.
DREW YERGER’S BIO: Drew Yerger, Managing Partner at Legacy Partners Wealth Management, brings over 15 years of expertise in multigenerational wealth management and financial planning. A Certified Family Business Specialist and Accredited Investment Fiduciary, Drew focuses on guiding clients through complex financial decisions with clarity and purpose. Beyond his role as a trusted advisor, he serves on the Harrisburg Area YMCA Board and is an accomplished marathon runner, enjoys many sports with his three boys and wife and exploring life in the country.
Drew Yerger CFBS, AIF® is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC, 100 Sterling Parkway, Suite 307, Mechanicsburg, PA 17050, Tel: 717-791-3300. CRN202712-7512871
For more info on Drew:
For more on some topics discussed in the podcast, check out:
Harvard Business Review Magazine, “One More Time: How Do You Motivate Employees”, Frederick Herzberg, January 2003
KIRSTEN YURICH BIO:
Kirsten is a licensed behavior analyst, speaker, author, and retired CEO who partners with business leaders to help them achieve more of what matters most to them. Kirsten’s clients are high performing CEOs, founders, and executives looking to “level up” in life and business.
Kirsten share’s her expertise in leadership, performance management, and learning with executives through coaching or consulting, peer groups, and speaking.
For more info, check out Kirsten Yurich HERE.
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