Stepp & Rothwell Employee Directory

Stepp & Rothwell corporate office is located in 7300 College Blvd Ste 100, Overland Park, Kansas, 66210, United States and has 11-50 employees.

stepp & rothwell inc

stepp & rothwell

stepp rothwell inc

Employees by Department

Departments

Number of employees

Finance

C-Suite

Sales

Operations

Key Employees of Stepp & Rothwell

FE
Franci Erdmann
Chief Operating Officer
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Stepp & Rothwell Global Presence

Location	People at location
North America	11-50

Index of contact profiles from Stepp & Rothwell

Hundreds of professionals searching for Stepp & Rothwell have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

FE
Franci Erdmann
Email Direct
Chief Operating Officer
United States , Kansas , Overland Park

CG
Claudia Gray
Email Direct
Director, Financial Planning
United States , Kansas , Overland Park

RP
Robert Pearson
Email Direct
Investment Administrator
United States , Kansas , Overland Park

AG
Amy Guerich
Email Direct
Co-owner
United States , Kansas , Overland Park

KK
Koby Knievel
Email Direct
Team Member
United States , Kansas , Overland Park

SH
Steven Heit
Email Direct
Team Member
United States , Kansas , Overland Park

MM
Matthew McGowan
Email Direct
Team Member
United States , Kansas , Overland Park

AG
Andy Gunya
Email Direct
Team Member
United States , Kansas , Overland Park

KE
Kenneth Eaton
Email Direct
Managing Partner
United States , Kansas , Overland Park

RL
Ross Lehman
Email Direct
Assistant Investment Officer
United States , Kansas , Overland Park

MS
Mallary Schwarz
Email Direct
Planning Team Assistant
United States , Kansas , Overland Park

MN
Meridith Nelson
Email Direct
Financial Associate & Planner
United States , Kansas , Overland Park

DS
Daniel Shay
Email Direct
Principal Advisor
United States , Kansas , Overland Park

JH
Jacob Huber
Email Direct
Financial Planning Assistant
United States , Kansas , Overland Park

EW
Elizabeth Wilcox
Email Direct
Client Manager
United States , Kansas , Overland Park

Former Employees at Stepp & Rothwell

Explore people who held key positions, contributed to Stepp & Rothwell's success, and advanced their careers.

Claudia Gray

Financial Advisor at Nova R Wealth

Worked as Financial Planning Associate

at Stepp & Rothwell (2020-2021)

Direct

Derrick Evers

Private Wealth Advisor at UMB Financial

Worked as Financial Planner

at Stepp & Rothwell (2023-2026)

Direct

Jennifer Henry

Certified Financial Pl... at Creative Planning

Worked as Financial Planner

at Stepp & Rothwell (2010-2019)

Direct

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Partner and Wealth Man... at Creative Planning

Worked as Financial Planner

at Stepp & Rothwell (2010-2017)

Direct

Mask Content

Manager, Wealth at Creative Planning

Worked as Director, Financial Planning

at Stepp & Rothwell (2007-2017)

Direct

Mask Content

Senior Team Manager at Aya Healthcare

Worked as Intern

at Stepp & Rothwell (2017-2017)

Direct

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Frequently Asked Questions Regarding Stepp & Rothwell Employees

How many employees does Stepp & Rothwell have?

Stepp & Rothwell has 11-50 employees

Who are Stepp & Rothwell key employees?

Some of Stepp & Rothwell key employees are Franci Erdmann

Where is Stepp & Rothwell located?

Stepp & Rothwell’s headquarters are located at 7300 College Blvd Ste 100, Overland Park, Kansas, 66210, United States

How do I contact Stepp & Rothwell?

Stepp & Rothwell Contact Info: Phone number: (913) 345-4800 Website: www.steppandrothwell.com

What does Stepp & Rothwell do?

Stepp & Rothwell, Inc. is an objective and comprehensive financial planning firm dedicated to prioritizing the best interests of its clients. The firm offers unbiased, results-oriented financial advice aimed at enhancing clients' happiness and enjoyment of life. Their team of financial professionals equips clients with the knowledge necessary to ma... Read More

Is Stepp & Rothwell a public company?

Stepp & Rothwell is private company therefore does not currently have an official ticker symbol

See more information about Stepp & Rothwell Employees