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 Quivr in February 2024, bringing expertise in customer service, the financial sector and operations. A mother of two, she values Quivr's flexibility to balance work and family. Ashley is passionate about enhancing the client experience and supporting Quivr’s mission of empowering others to achieve balance.
