Who we are
Built by financial planners, for financial planners.
We know what QCDs, RMDs, and ACATs are. We know what it takes to run a financial advisory practice because we’ve done it. Enough of the CRMs built by engineers and sales teams. Every feature of Quivr was designed by someone who has performed that specific function in a real financial advisory practice.
Steve Drost, CFA, CFP®
Chief Executive Officer
Steve is a nationally recognized financial planner with a passion for operations and an obsession for efficiency. A father of two young boys, the goal when launching his firm was to provide for his family while having as much time with his wife and children as possible. Quivr was the tool that accomplished that goal and our purpose is to spread this with others.
Will Kaplan, CFP®
Chief Financial Officer
Will joins Quivr after more than 15 years in the fee-only advisory world. Drawing on his experience as an advisor and firm owner he knows that good tools make an advisor’s job easier and great tools make a client’s experience better. Inside the XY Planning Network and NAPFA communities his name is synonymous with Salesforce, process automation, and efficiency.
Ryan Drost
Chief Technology Officer
Ryan is Steve's older brother, and Code Monkey / Nerd that has been programming since he rigged his TI-89 to do his math homework in high school. Ryan has spent nearly two decades building custom software for startups, Fortune 500s, and everything in between.
Ashley Johnson
Director of Operations
Ashley joined the Quivr team in February 2024 as the Client Success Manager, bringing extensive experience in customer service, the financial sector, and operations. As a mother of two young children, Peyton and Jordi, Ashley values the flexibility Quivr provides, allowing her to balance her professional responsibilities with her commitment to her family. Her passion for family time and work-life balance aligns with Quivr's mission to empower its clients to achieve the same. She is dedicated to enhancing the client experience at Quivr.
