Our Team

Robert A. Steffen, CFP®

952-884-7700

bob@robertsteffen.com

Bob oversees all investment management and portfolio allocation strategies. He directs the financial planning process and is involved in all client meetings. He is always available to discuss any financial issue that our clients...

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Scott Nelson, CFP®, CFA

952-884-7700

scott@robertsteffen.com

Scott started with Robert Steffen & Associates in 2017. Prior to joining the firm, Scott performed financial planning, tax planning and investment management duties at two previous firms. Scott started his career as a credit analyst of...

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Andrea Stoffregen, CFP®

952-884-7700

andrea@robertsteffen.com

Andrea is at the center of operations at Robert Steffen and Associates. Since 1998, she has been responsible for handling cashflow requests, executing trades and setting up and maintaining client accounts. Andrea also assists in...
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Jean Steffen

952 884-7700

jean@robertsteffen.com

Jean is our Operations Manager and tends to the day to day needs of our clients and our office. She is available to help with any issue and enjoys the variety of responsibilities in her position. She and Bob were married in 1983 after...

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Julie Coyne

952-884-7700

julie@robertsteffen.com

Julie is our Administrative Assistant and likely the first person to greet you when you arrive for a meeting. She answers phones and can help with many inquiries...

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