Associate Wealth Manager

Associate Wealth Manager

Congratulations to Tyler Lodahl for Earning the Distinguished CERTIFIED FINANCIAL PLANNER™ Designation!

By Echo Huang, CFA, CFP®, CPA

We are very excited to announce that Tyler Lodahl has been awarded the Certified Financial Planner™ designation by the CFP Board of Standards. He now becomes one of the youngest CFP® practitioners in the country, as only 4.71% of active CFP® professionals are under the age of 30! Based on the recent data from the CFP Board, the current total number of active CFP® Certificants is just 80,981.

The CFP® certification is recognized as the highest standard in personal financial planning. Anyone can call themselves a "financial planner". Only those who have fulfilled the rigorous certification and renewal requirements of the CFP Board can use the CFP® certification trademarks which represent a higher level of competency, ethics and professionalism.

Through the hard work of our team members and the loyalty of our wonderful clients, Echo Wealth Management has been growing!

Get to Know Jared Johnson, Our New Team Member!

By Echo Huang, CFA, CFP®, CPA

As my company successfully expands, I am pleased to welcome Amy Ng and Jared Johnson as the newest additions to our team. Both Amy and Jared started working here on June 11, 2018 and they are in training to be Associate Wealth Manager, overseeing and enhancing the Echo Dashboard and designing customized financial plans for clients.

These two distinguished individuals are passionate about serving people and they have various skills and strengths that will bring our company’s personalized services to a higher level.

Amy joins EWM with seven years’ experience in client administration, with three of those years specific to finance management. She graduated from Metropolitan State University Summa Cum Laude in 2017 with a BS in Finance. Amy currently studies for her MBA at Hamline University.

Jared is a recent graduate of Saint Mary’s University of Minnesota where he competed in NCAA hockey and graduated Summa Cum Laude in 2018 with dual Bachelor of Arts Degrees in Finance and Business Intelligence & Analytics.

They will enroll in a CFP® certification program soon to obtain comprehensive study of all areas of financial planning in order to become a CFP® practitioner in two to three years.

Get to Know Amy Ng, Our New Team Member!

By Echo Huang, CFA, CFP®, CPA

As my company successfully expands, I am pleased to welcome Amy Ng and Jared Johnson as the newest additions to our team. Both Amy and Jared started working here on June 11, 2018 and they are in training to be Associate Wealth Manager, overseeing and enhancing the Echo Dashboard and designing customized financial plans for clients.

These two distinguished individuals are passionate about serving people and they have various skills and strengths that will bring our company’s personalized services to a higher level. 

Amy joins EWM with seven years’ experience in client administration, with three of those years specific to finance management. She graduated from Metropolitan State University Summa Cum Laude in 2017 with a BS in Finance.  Amy currently studies for her MBA at Hamline University. 

Jared is a recent graduate of Saint Mary’s University of Minnesota where he competed in NCAA hockey and graduated Summa Cum Laude in 2018 with dual Bachelor of Arts Degrees in Finance and Business Intelligence & Analytics. 

They will enroll in a CFP® certification program soon to obtain comprehensive study of all areas of financial planning in order to become a CFP® practitioner in two to three years.

To learn more about Amy and Jared, please read their bios and see their pictures here on our web site:

http://www.echowealthmanagement.com/our-team

Let's learn more about Amy in addition to reading her bio.  She's answered these questions I asked this week:

  1. What excites you the most about your work?
    Being able to assist our clients in achieving their goals and of course building relationships!  As someone who values human connection, I revel in learning about the diversity of our clients.

Now hiring an Associate Wealth Manager starting in summer 2016

Company Website: www.EchoWealthManagement.com

About the Company

Echo Wealth Management is an independent, focused wealth management firm located in Plymouth, Minnesota that takes the complexity out of wealth management.  We offer integrated, comprehensive strategies that address every facet of our clients’ financial lives.  We do this by building the highest levels of trust, integrity and respect while always collaborating using a team approach.  Our clients range from corporate executives planning a secure retirement, to families looking to preserve their assets for future generations, to businesses seeking expert investment advice.    Echo Wealth Management was formed in February 2015 as a Registered Investment Advisor (RIA) and is looking for an Associate Wealth Manager to join a growing firm and support the founder of this firm who has over 20 years of experience. 

New Team Member at Echo Wealth Management

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.

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