Our Team

Robert A. Steffen, CFP®

952-884-7700

[email protected]

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

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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

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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

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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

[email protected]

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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