Our Team

As head of NWMG Retirement Plan Services, Drew Powers brings more than three decades of experience working within the employer sponsored plan space with a robust set up industry knowledge. Drew is focused on partnering with Plan Sponsors committees designing custom retirement programs that best fit their organization’s unique set of needs. 

Prior to joining NWMG, he held leadership roles within leading retirement financial institutions where he managed sales, sales management, and strategic and product development teams.

Drew has held board positions on national industry committees and advocacy groups. His areas of expertise cover; defined contribution, defined benefit, executive benefit plans for corporate and not for profit organizations. Drew earned his bachelor’s degree in Business Administration from University of Wisconsin, Madison

WI. Industry education and designations include: FINRA Series 7, 24 & 63 registrations held through LPL Financial, as well as the ChFC, financial designation.

Drew lives in Carmel, IN.

Schedule Appointment

Claire joined NWMG in November 2018 as a Senior Financial Advisor. Her specialties for more than 22 years in the corporate and individual markets include business, retirement and estate planning strategies for her clients throughout the United States. She dedicates herself to providing professional financial advice in return for a successful business relationship and it is her responsibility to get to know you and find investments designed to help you meet your financial objectives. 

She began her career at Dean Witter in 1996. During this time, she spent 2 years at Dean Witter and 2 years at Prudential Securities before branching out on her own in 2001. She is a licensed general securities agent, investment advisor representative and a state of Florida life, health and variable annuity agent. Claire obtained her Bachelors of Science Degree in Information Systems with a minor in Business at Pace University in Pleasantville, New York.

On a personal note, Claire has 2 amazing girls and enjoys watching them grow into beautiful young ladies.  She enjoys family time, playing scrabble, the beach, traveling, baking and exercising.  She has lived in Northwest Broward County for 20 years. 

Schedule Appointment

Hailing from California’s LA area, Katherine moved to Southern Florida in 1992 where she planted her household and raised two sons and a daughter.  Being the only girl from a family of six children raised by dedicated parents,  Katherine understands the importance of sensible financial planning and her ambition mirrors this passion.  While raising her own three children, she earned both a Bachelor’s degree and her Master’s Degree in Organizational Management and launched a career in financial services in 2001.    Katherine acquired her securities licenses while at WMA Securities, which later became World Group Securities. She provided dedicated investment planning and administrative support as a critical component of her firm’s top producing female advisor team until 2015 when she branched out to run her own branch in Palm Coast, Florida.  Katherine specializes in retirement and income planning, investment management and investor behavioral coaching.  She is a dedicated educator, drawing from her family’s military background to motivate clients and friends alike to maintain prudent financial discipline to achieve the desired results.

*The SmartVestor program is a directory of investment professionals.  Neither Dave Ramsey nor SmartVestor are affiliates of National Wealth Management Group  or LPL Financial.

Schedule Appointment

Lisa began her career in the financial services industry with Merrill Lynch in 1993 where she garnered experience in a myriad of roles from financial advisor to administrative coach.  She is passionate about people and is a keen problem solver with an eye for detail.  This has propelled her on a successful career path which has today cumulated into her status as Managing Partner with National Wealth Management Group and owner of her independent wealth management practice, Gerardi Wealth Management.  Lisa’s commitment to providing exceptional customer service goes far beyond industry standard and sets her apart amongst the competition.  Her hallmark of unparalleled service has drawn a loyal clientele following, many of which have worked with Lisa since her career began, and represents the embodiment of her passion for others. 

Lisa came to Cincinnati, in pursuit of her career, from Delaware where she grew up.  The lure of family, old friends and a hobby as a wine maker draw her back to the rural part of the state for several weeks every year.  Her rugged, yet refined upbringing instilled a permanent influence promoting the ideals of hard work, attention to the finer details, and the pursuit of American idealism. She currently resides in northern Cincinnati, where she spends her down time spending time with her local family and friends, and raising a German Sheppard named Dozer.