Congratulations to Tyler Lodahl!!!
We are excited to announce that our newest employee Tyler Lodahl has successfully passed the rigorous CFP® certification exam in November! Tyler has been with Echo Wealth Management since July 2016, working as Associate Wealth Manager by fostering collaborative relationships with our private and corporate clients. He assists Echo in delivering personal financial planning service using Echo Dashboard and office operations. Starting in December, he will increasingly aid in a larger role directly serving clients, taking on similar responsibilities as his colleague Steve Drost.