I am excited to announce the addition of Tyler Lodahl to the team at . Tyler works closely with me and Steve Drost 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.
I knew Tyler was the perfect addition to this team from our first meeting. He has a BS degree in Personal Finance and Spanish from the University of Wisconsin-Madison, graduated with highest distinction in May 2016. Integrity and compassion are two words that describe, motivate, and inspire him to serve those around him to the best of his ability. As a student, he served as the President of a student organization that represented the Personal Finance Major as well as serving as a Financial Life Skills Peer Educator. He had the opportunity to help fellow students better understand the role that finances and financial related decisions have in their lives. Through these experiences and his academic studies, he quickly developed a passion for personal wealth management and knew this was the perfect fit for him. He embraces the collaborative and client-centered culture and experience that our firm brings to each client relationship.
Tyler has been preparing for his upcoming CFP® certification exam in November. He is a member of the Financial Planning Association – Minnesota Chapter.
In his free time, he loves visiting family in Door County Wisconsin, living an active lifestyle, reading, and following the Minnesota Vikings and Wisconsin Badgers Sports teams.
I hope you share my enthusiasm about this new addition to Echo Wealth Management as Tyler will play an important role in client relationships while providing additional capacity for business growth in the future.