It is hard to believe that it has already been 7 months since forming Echo Wealth Management. Every day I am thankful for the opportunity to pursue my passion for wealth management and I am energized by my conversations with clients about helping them achieve their goals. My firm continues to grow through a combination of previous clients who sought us out and new clients who appreciates our integrated approach to wealth management, by combining customized financial plans with individualized portfolio management within the firm. We aim to take the complexity out of wealth management by creating an Echo Dashboard for each client.
Reflecting the growth of the firm, I am excited to announce that Echo Wealth Management has hired Steve Drost as Associate Wealth Manager, to work with me to provide dedicated service for our clients. I believe Steve has the passion and knowledge to serve our clients well. Steve works closely with me in creating and maintaining the Echo Dashboard, the customized client homepage for each client. In addition, he is responsible for managing efficient business operations by leveraging new technologies in serving our clients. He brings energy and creativity to the firm after two years of experience working as a financial institution regulator.
Excellence is his objective in everything he does. Through his passion for sports, he learned that hard work, teamwork and dedication are all integral parts of one's business success. He made a conscious decision to focus everything he learned from athletics and apply this to obtaining a Finance and Real Estate degree at University of Northern Iowa. He graduated just three years after high school and then successfully completed both Level I and Level II of the Chartered Financial Analyst (CFA) exams on his first attempts.
He is excited to have the opportunity to build this business from ground up to help people plan for their financial future. He enjoys using new technology tools especially the Echo Dashboard to take the complexity out of wealth management.
In his free time, he loves traveling - he studied abroad in college and visited eight different European countries. He also enjoys reading, following Minnesota sports teams, and spending as much time as possible with family and friends. He is a member of the CFA Society of Minnesota.
I look forward to introducing you to Steve and I am excited about expanding this team to provide enhanced services to you.