Steve Drost (CFA, CFP®)

Steve Drost focuses in the
following client markets or areas of practice:

AUM

Baby Boomers

Corporate Executives

Socially Responsible Investments

Planning Specialties

I’m a financial planner with a very simple goal: help my clients align their financial resources (i.e. what they have or will have) with their goals, dreams, and values. I am convinced that one will have a more fulfilled life when they spend as much of their time and money on the things, people, and causes that mean the most to them. We specialize in helping corporate executives maximize the value of their complex compensation packages (Stock Options, Restricted Stock Units, Deferred Compensation, etc..) and helping those transitioning into retirement to minimize their taxes and create an investment strategy to help them meet their goals.

Additional Information

I’ve always been a huge numbers nerd. I studied finance and commercial real estate at the University of Northern Iowa and graduated Magna Cum Laude in five semesters and received the Purple and Old Gold Award for academic excellence that is given to one graduating student per major. I moved to Minneapolis after college and immediately began the CFA program and then, shortly after, the CFP® program. After a stint with the US Treasury Department, I entered the financial planning world and haven’t looked back.

My free time is filled spending time with my wife, Marissa, and our son, Calvin. We enjoy our trips up north to the lake and cheering on all Minnesota sports teams (especially the Twins). I also proudly serve my community as a firefighter and volunteer on the finance counsel at my church.