Windward Private Wealth Management

Windward Private Wealth Management

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    • Brad J. Harrison
    • Brandy K. Ward
    • Caitlin M. Ryser
    • Darrell R. Tierney
    • Drew S. Osborne
    • Emily Tierney Petty
    • Kathy M. Washburn
    • Matt Bellomo
    • Nicholas P. Hartley
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Drew S. Osborne

Home » Who We Are » About the Firm » Drew S. Osborne
President
Chief Executive Officer
Senior Wealth Manager
Drew S. Osborne

About Drew

Drew Osborne is president of Windward Private Wealth Management and a Senior Wealth Manager.  Drew assists with a wide variety of financial planning and wealth management tasks, including preparation of client financial plans, investment recommendations and tax return preparation. He is passionate about helping people with their finances and enjoys meeting with clients and finding ways to help them with their wealth management needs.

Before joining Windward, Drew worked with Steven T. Osborne, CPA, for two years as a tax accountant. Previously, he spent seven years as the area director for Young Life Platte County, where his responsibilities included budgeting and finances. He is a Certified Financial Planner™ professional.

Drew is active in Young Life Platte County and serves as a youth leader at Jacobs Well Church in Kansas City. He and his wife, Lindsey, live in Kansas City and have three children. He loves Kansas City barbecue, playing sports with family and friends, and attending movies and concerts.

Education and Certifications

  • Bachelor’s Degree, Business Administration and Religion, William Jewell College
  • Certificate in Financial Planning, Terry College of Business, University of Georgia
  • Certified Financial Planner™ professional
  • Series 7 and Series 66 Security Licenses

Affiliations

  • Young Life
  • Financial Planning Association

Contact Drew

dosborne@windwardfp.com
913.601.3151

Windward Private Wealth Management Inc
Contact Us
OVERLAND PARK LOCATION
10955 Lowell Avenue, Suite 410 Overland Park, KS 66210
Phone: (913)381-7411
NORTH KANSAS CITY LOCATION
2101 Burlington Street North Kansas City, MO 64116
Phone: (913)381-7411

HOURS OF OPERATION
8:30am - 5:00pm Monday-Thursday
8:30am - 3:00pm Friday
Windward Private Wealth Management Inc. is an SEC registered investment advisor. Past performance is no guarantee of future results. All securities involve risk and may result in a loss. *We do not provide legal services. These services are rendered at client request in coordination with legal counsel. Legal services will be billed by the provider and are separate from our fees. We do not sell insurance products. These products may be purchased at client request in coordination with insurance agents. Insurance agents are responsible for recommendation of all insurance products. Windward does not guarantee the performance of any insurance product purchased.
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