John (Drew) Shumski

Investment Adviser Representative

Drew is an Investment Adviser Representative for the Montgomeryville area which is in the Philadelphia, PA Area. He was the Principal of Wealth Planners Group and merged with NetWorth Asset Management on November 15, 2012. 

He specializes in advance estate, Business Planning, Investments and Insurance Planning, Debt Reduction and Taxation Strategies and holds a Series 7 and Series 66 license.

He attended Montana State University (Finance) (ROTC) and served in the US Army Reserves.

Drew has been in the financial serves industry since 1997 and has received numerous honors and awards from several different companies.  He is a member of The Million Dollar Round Table (MDRT) since 2001 and is a Top of the Table member as well as the Forum 400. He has served in various rolls and task forces for MDRT and is also active with the MDRT Foundation where he is a Platinum Knight and served on various committees. Drew is a current membership Chair for Pennsylvania (NAIFA).

Drew is Past President of the Lehigh Valley National Association of Insurance & Financial Advisors (NAIFA). Drew's influences are Roger Hubley's Zero Tax Planning Concepts and Don Blaton's Circle of Wealth. 

Drew's philosophies are true net Rate of Return and you better look at the E in P&E (Earnings) and the best kind of insurance is the kind that pays.