Our team helps families articulate their vision, assess current progress, and design a written financial plan navigating the course to their future. We accomplish this by creating synergy amongst savings, investments, risk management, legacy, and tax strategies.
Our team helps families articulate their vision, assess current progress, and design a written financial plan navigating the course to their future. We accomplish this by creating synergy amongst investments, risk management, legacy, and tax strategies.
Drew Besonson is the President of Poise Wealth. His focus is on advanced business, estate, and estate tax planning. He has made it his career to help clients achieve their financial goals by applying the pillars of financial planning when creating their plan. He simplifies complex financial issues for his clients, resulting in their ability to make informed decisions.
Growing up in rural Pennsylvania, Drew learned early on the values of hard work and respect. At the age of 24, Drew became the youngest World Champion showing Quarter Horses professionally. This achievement motivated him to further his education at the University of Michigan. Upon graduation he established his roots in Metro Detroit.
Besonson’s passion for assisting others includes working with local nonprofits. He serves as a Board Chair of Orchards Children’s Services, which provides needed services of family preservation and adoption in Michigan. He also actively serves as a Beaumont Health Foundation Trustee, with a special interest in childhood illness research and their Neonatal Intensive Care Unit. When not focused on his business and philanthropy, Drew takes pleasure in cooking and gardening. He also enjoys traveling abroad.
Paul has been the Director of Wealth Management Services of Poise Wealth since 2013. Additionally, his 13 years of experience in the financial service industry with an RICP designation (Retirement Income Certified Professional) provides meaningful value to his role at Poise Wealth. Paul assists in analyzing client information, as well as developing and implementing planning strategies. His motivation and desire to help clients is knowing he can make a difference in their financial lives.
Paul is a graduate of Michigan State University and is the proud father of his son, Kyle. In his personal time, Paul enjoys traveling to warm destinations with his girlfriend; learning Spanish, Bachata, and scuba diving. He gives back to his community by volunteering with Scouting USA.
Amy has been part of Poise Wealth as the Operations Assistant for over 7 years. She provides administrative support to the team and an exceptional client service experience. Additionally, she is the team member who assists with the set up and maintenance of client’s online access.
She works with the marketing team to develop and implement new marketing strategies with a focus on philanthropic work. “One of my proudest moments working with Poise Wealth was my role in writing a grant which resulted in a $15,000 award to a charity we hold close to our hearts, Orchards Children’s Services.” This is one of several organizations where she shares her time for the betterment of the community.
Amy is a devoted wife and mother of 2, who balances time between family and career. She spends her leisure time creating memories with her family boating, snowmobiling and traveling. A Louisiana native, she expresses her carefree personality through her skills in the kitchen.
251 E. Merrill Street Suite 204
Birmingham, MI 48009