Growing Our Team: Welcoming Two New Advisors to MBI
MBI NewsAmidst a highly dynamic 2025, we hope this note finds you steady and optimistic. While headlines can feel overwhelming, we remain confident that with the right perspective and disciplined planning, opportunities are always within reach. Most importantly, we’re here with you every step of the way!
In our ongoing efforts to serve our clients better and deliver the best experience possible, we’re excited to share that we have welcomed two new advisors to the MBI team. Both bring a wealth of experience and fresh perspectives that will strengthen our ability to support your financial goals now and in the future.
Meet Drew Culver, CFP® – Investment Advisor
Joining MBI as an Investment Advisor, Drew brings a 15-year proven track record in managing client portfolios, designing tailored investment strategies, and helping clients navigate life’s key financial milestones.
“I’m thrilled to join MBI and help clients navigate their financial decisions through intentional planning, staying confident and prepared for what’s ahead.” – Drew Culver
Learn more about Drew’s background and expertise.
Meet Chuck Kimmel, CFP® – Financial Planning & Wealth Management Associate
Chuck joined MBI as a Financial Planning & Wealth Management Associate. With more than 16 years of experience, he is known for making the planning process clear and manageable, no matter how complex the situation.
“Financial planning helps you pursue your goals with confidence. My role is to ensure you have the right strategies and support to make them a reality.” – Chuck Kimmel
Discover more about Chuck’s experience and approach.
Our Commitment to Our Clients
At MBI, our growth is not measured by the size of our team but by the value our clients experience in every meeting, plan, and strategy. With Drew and Chuck now part of the team, we look forward to continuing to provide financial planning, investment management, and wealth advisory services that help clients navigate changing markets and evolving personal goals.
We also remain committed to sharing timely insights and educational resources. From market trend updates to tax planning strategies, our goal is to help clients stay informed and prepared for the future. Sign up to receive the insights you value today.