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How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Craig Drees


(937) 295-2970

Craig started Drees Financial Services in 1995 selling all types of Investments products. Since entering the Financial Services business he has aided clients in Investment Planning, Estate Planning, Retirement Planning, Employee Benefits, and Pension Planning.

In 1996 Craig also started offering Group & Individual Health Insurance products. He is ACA certified for on exchange plans.

Currently Craig serves clients in Ohio, Indiana, Kentucky, Tennessee & Texas. He currently has an office in his hometown of Fort Loramie, OH.