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.