Who We Are

An entrepreneur at heart, David earned a Bachelor of Science in Entrepreneurship from the University of Tampa which provided valuable insight into the complex needs of small business owners. Since then, his client base has grown to include executives and professional athletes. David’s acumen in individual financial and insurance services, investment strategies, and business planning are only matched by his attention to detail.

David and his wife, Amy, have 3 amazing children, DJ, Olivia, and William. When David isn’t working, he enjoys quality time with his family, playing guitar, golfing, and watching sports.

Drew has been in the financial services industry since 2004, serving clients in many areas of planning including personal financial planning, business planning, charitable giving and foundational family legacy planning. He is passionate about continued service to clients and strives to ensure that clients feel heard regarding what is important to them and those they care about.

Drew obtained his International Finance degree from the University of South Florida in 2005 and continued his education with The American College obtaining his CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant) and RICP® (Retirement Income Certified Professional®) designations, CEPA (Certified Exit Planning Advisor) from the Exit Planning Institute, along with his CFP® (CERTIFIED FINANCIAL PLANNER™) from the board of Financial Planning.

Drew and Julie have two wonderful daughters, Makayla and Makenzie. As a family they love to be in the outdoors, kayaking, at the beach, walking their dogs, along with serving at Bell Shoals Church.

"I believe that financial planning is not a job, but a calling for those who desire it to be so.  We are to be humble stewards of our time, our talent and our treasure.  I am honored to work with clients around the country to help them achieve their life’s purpose. “An abundant life is a journey that is fulfilled through serving with gratitude and purpose.” —Drew

Jordan has been in the financial planning industry since he graduated college in 2014.  He has worked with clients in many areas of planning, including personal financial planning, business planning, long-term care planning, and retirement planning.  Jordan believes educating clients on the complex nature of financial planning to be one of the most rewarding parts of the business.  He enjoys having clients see their lives change by helping them put the pieces of their financial puzzle together.  Jordan obtained his Finance Degree from the University of Central Florida. He currently holds the CLTC designation (Certification for Long Term Care), series 65 and FL 2-15 licenses.  

Jordan was born and raised in St. Petersburg FL, and he and his wife Ashley have two wonderful sons, and a golden retriever named Douglas. He enjoys spending time with his family, playing as much golf as possible, and is an avid sports fan, especially for his hometown Tampa Bay teams.

Matthew’s 20+ year financial career spans experience in analytics, research, policy, strategy, and consulting. Matt developed, built, and manages the processes and team of these mission-critical services:

• internal investment strategy team that oversees $150 million is assets
• investment philosophy and the processes to construct and manage equity portfolios
• tools and models for fundamental equity research

In addition, Matt has been integral to the Investment Research Committee as both Chair and Vice-Chair.

As a key player in institutional investment consulting, Matthew began his career as a T Rowe Price Registered Representative and moved up to a Performance Analyst. At CapTrust Advisors, Matthew advanced his career to Director of Analytics and Director of Research.

Matthew’s 16-year tenure at CapTrust Advisors saw the firm grow from $350 million to $18 billion in assets, where he developed, implemented, and managed:

• proprietary scoring system for manager and fund analysis
• manager and fund due diligence process to evaluate over 30,000 products
• internal manager RFI and scoring protocol to evaluate separate account managers, mutual funds, ETFs, alternative investments, and indexed products
• capital market assumptions used in strategic asset allocation modeling for clients and internal discretionary models
• portfolio tactical adjustments based on market outlooks

Matthew’s career advanced further when he joined David Silver’s group at Northwestern Mutual as Director of Investment Strategy. That group, Instrumental Wealth, is now its own independent registered investment adviser firm, and Matthew is the Chief Investment Officer.

Matthew has a B.S. in Finance from the University of South Florida and is a CFA® charter holder. Matt holds his Series 66 licenses as well as a Florida 2-15 (Life & Health) License. His home life revolves around his wife and daughter, enjoying beautiful Florida, and learning guitar. Matthew is also an old-school D&D gamer.

Angela has been a part of the team since 2013 and currently serves as the Director of Operations for Instrumental Wealth. She is a graduate of St. Petersburg College with a Bachelor of Science in Business Administration with a focus in Accounting. As our ‘Air Traffic Controller,’ Angela works fervently to deliver concierge services to our clients and to foster a work environment of interdependence.

When she’s not directing traffic at the office, Angela enjoys spending time with her life Partner Joe, their cat Daisy, annual trips to Las Vegas (Go Raiders!), visits to the mountains, live music, and the Tampa Bay Rays. If you have any account questions or if you need to schedule a meeting, Angela would be happy to help you.

Following two decades of experience with Northwestern Mutual, Audrey joined the team in 2018. If you open a new account with Instrumental Wealth, Audrey is the one walking you through the application and underwriting process. She is committed to providing timely and creative solutions to customer needs, and her dedication to customer service has garnered her two Commitment to Excellence awards.

Audrey and her husband, Bryan, have three children, Jazmin, Justin, and Lucas. They enjoy traveling, music and photography, and just spending time with Charlie, their Husky/Labrador mix.

Michelle Thompson started with Instrumental Wealth in February of 2023 after twenty years in the title insurance industry. Originally from Massachusetts, Michelle relocated to Brandon, Florida back in 1979. As a Client Service Associate for the firm, she is looking forward to providing top-notch service and support, with a smile! In her spare time, Michelle enjoys traveling, live music, Florida beaches, and spending time with family and friends.