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Articles tagged with: Wealth Management

Echo and Steve Passed the CFA Level III Exam

30 August 2016

When I founded Echo Wealth Management in early 2015, I had a vision in mind for my new company: take complexity out of wealth management while helping clients gain the confidence to follow their dreams.  And over the past 18 months, through investing in cutting edge technology, and bringing Steve Drost and Tyler Lodahl aboard as associate wealth managers, I am thrilled by what we have achieved together: over $59 million in assets under management and 50 clients.  In addition, I continue to invest in education and technology to enhance the services to clients.

3033 Campus Drive, Suite N145
Plymouth, MN 55441

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