Drost & Associates

Our Mission:

To help people reach their financial goals.

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.


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


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
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Lisa M. Bailey

Lisa M. Bailey

Client Service Manager

Roles & Responsibilities

  • Appointment Scheduling
  • New Business Submission
  • Client Support
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Jonathon McCartney

Financial Planning Assistant

Qualifications

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Matthew Levitz

Financial Planning Assistant

Jason DiDio

Financial Planning Specialist

Mackenzie O'Brien

Paraplanner

Roles & Responsibilities

  • Pre-Meeting Prep
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