John (Drew) Shumski

LUTCF, RFC, 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, Taxation Strategies and Wealth Management.  Drew has a Series 7, Series 24 and Series 66 license and holds RFC and LUTCF professional designations.

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 an Excaliber Knight and served on various committees. Drew is a currently serving on three national committees for the National Association of Insurance & Financial Advisors (NAIFA) and chairs the Annual 2021 Performance & Purpose Conference.

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 Tax Management Investing. 

Drew's philosophies are true net Rate of Return/Tax Managed returns; "You better look at the E in P&E (Earnings)"; and "The best kind of insurance is the kind that pays".

Phone 215-368-8681
Fax 215-368-3349
Mobile Phone 215-896-2511