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Introduction to Affiance Financial's Client Portal
Join Financial Planner Steve Drost for an introduction to Affiance Financial's Client Portal. Steve will share key features and capabilities and answer your Client Portal questions.

Mar 12, 2019 6:30 PM in Central Time (US and Canada)

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Speakers

Steve Drost, CFA, CFP®, BFA™
Financial Planner
Steve joined Affiance Financial in May, 2017. He works closely with the Affiance team to support principals Steve Lear and Andy Fishman. Steve helps clients work toward achieving their financial goals by assisting in investment management, cash flow planning, risk management, and much more. Steve is passionate about financial planning — slipping reminders to save into everyday conversations — and aims to build his own advisory practice at Affiance. Steve also serves as a member of Affiance's investment committee, helping make decisions regarding the firm's investment and asset allocation strategies.