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

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