Drucker Wealth

Dru Burns is a CFP® with four years of industry experience, currently serving as a financial advisor at Drucker Wealth. He previously worked at UBS Financial Services and Morgan Stanley. Outside of his advisory role, Burns coaches an under-16 girls hockey team for the Team Colorado Hockey Association. Drucker Wealth serves individual and high-net-worth clients, including pre-retirement professionals, mid-career technology and medical workers, and small business owners. The firm offers comprehensive financial planning and discretionary investment management using a blend of fundamental, technical, tactical, and behavioral approaches.

Jordan Haines is a CFP® with four years of industry experience, currently serving as an advisor at Drucker Wealth. He previously worked at Dentist Advisors and Elements Technology, Inc., among other firms. Outside of his advisory role, Jordan is the founder of Scaling Motion, a consulting business. Drucker Wealth serves individual and high-net-worth clients, including professionals in pre-retirement, technology, and medical fields, as well as small business owners. The firm offers comprehensive financial planning and discretionary investment management using a mix of fundamental, technical, tactical, and behavioral approaches.

Kathleen Ritchie is a CFP® with 24 years of industry experience. She is currently with Drucker Wealth and Purshe Kaplan Sterling Investments, having previously worked at Hornor Townsend & Kent Inc for 16 years. Kathleen serves as a board member for the 155 East 49th Street Cooperative, where she is involved in treasury functions. Drucker Wealth serves individual and high-net-worth clients, including pre-retirement professionals, mid-career technology and medical workers, and small business owners. The firm offers comprehensive financial planning, tax and estate planning, equity-compensation advice, and discretionary investment management using a mix of fundamental, technical, tactical, and behavioral approaches.

Gideon Drucker is a CFP® with 12 years of industry experience, currently serving at Drucker Wealth in New York, NY. His prior experience includes roles at Purshe Kaplan Sterling Investments, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent Inc. He is also the author of the financial book *How To Avoid Henry Syndrome*. Drucker Wealth serves individual and high-net-worth clients such as pre-retirement professionals, mid-career technology and medical workers, and small business owners. The firm offers comprehensive financial planning, tax and estate planning, equity-compensation advice, and discretionary investment management using a blend of fundamental, technical, tactical, and behavioral approaches.

Lance Drucker is a financial advisor at Drucker Wealth with 40 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at Hornor, Townsend & Kent, Inc. for nearly four decades. He currently serves as chairman of Drucker Wealth and is involved in strategic planning and team management. Drucker Wealth serves individual and high-net-worth clients, including pre-retirement professionals, mid-career technology and medical workers, and small business owners, offering comprehensive financial planning, tax and estate planning, equity-compensation advice, and discretionary investment management. The firm employs a blend of fundamental, technical, tactical, and behavioral investment approaches and provides portfolio services such as direct indexing and use of sub-advisors or model trading platforms.