Drost & Associates

Mission Statement:

To help people reach their financial goals and do this in a way that is mutually beneficial. To have our team feel appreciated and needed. Our focus is to help clients and each other, in order to make a positive difference in people’s lives.

Ameriprise Financial cannot guarantee future financial results.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

© 2025 Ameriprise Financial, Inc., All rights reserved.

Advisors

Michael J O'Keeffe

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Michael J O'Keeffe's website

Alex Metzler

Associate Financial Advisor

Visit Alex Metzler's website

Jason DiDio

CFP®

Financial Advisor

Visit Jason DiDio's website


Team

Lisa N. Pellegrino

Lisa N. Pellegrino

Operations Director,

Office Manager

Qualifications

  • Bachelor's Degree, CUNY Queens College

  • Series 7

Roles & Responsibilities

  • Office Operations / Management
  • Account Transfers / Rollovers
  • Insurance New Business
View more
Lisa M. Bailey

Lisa M. Bailey

Client Service Manager

Roles & Responsibilities

  • Appointment Scheduling
  • New Business Submission
  • Client Support
View more

Jonathon McCartney

Financial Planning Assistant

Qualifications

View more
Matthew Levitz

Matthew Levitz

Financial Planning Assistant