Stepp & Rothwell, Inc.

Description

Address: 7300 College Blvd # 100, Overland Park, KS 66210 Hours: Open ⋅ Closes 5PM Thursday8AM–5PMFriday8AM–1PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMWednesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (913) 345-4800: : : : Category: : : Website: Place name: Website: http://www.steppandrothwell.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 9 AM: Usually not too busy6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Stepp & Rothwell Inc Posting publicly on the Web Write a review Reviews Be the first to review

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Stepp & Rothwell, Inc. Employees

Employee
Years
Job
Industry
Jorie Neech Jorie Neech Columbia, Missouri Details
Jorie Neech's Stepp & Rothwell, Inc. Experience May 2014 - Present
Job Financial Planning Associate at Stepp & Rothwell, Inc.
Industry Financial Services
Experience
Stepp & Rothwell, Inc.   May 2014 - Present
Office for Financial Success   May 2013 - Present
The Learning Center  January 2013 - Present
American Eagle- Aerie   August 2010 - October 2013
University of Missouri Financial Aid   May 2013 - August 2013
Hollister Co.  August 2009 - August 2010

Skills
Finance, Budgets, Sales, Credit, Pricing, Leadership, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Customer Service, Time Management, Event Planning, Research, Teamwork

Education
University of Missouri-Columbia   2010 — 2014

Adam Hoopes Adam Hoopes Overland Park, Kansas Details
Adam Hoopes's Stepp & Rothwell, Inc. Experience August 2007 - Present
Job Financial Planner at Stepp & Rothwell, Inc.
Industry Financial Services
Experience
Stepp & Rothwell, Inc.   August 2007 - Present
Merrill Lynch  January 2006 - August 2007

Education
Kansas State University   1995 — 1999
Bachelor of Science (BS), Personal Financial Planning

Blue Valley High School   1991 — 1995

Joe Knoll Joe Knoll Kansas City, Missouri Area Details
Joe Knoll's Stepp & Rothwell, Inc. Experience February 2013 - April 2015
Job Professional Services Consultant at Cerner Corporation
Industry Hospital & Health Care
Experience
Cerner Corporation  April 2015 - Present
Stepp & Rothwell, Inc.   February 2013 - April 2015
KU Memorial Unions  January 2009 - February 2013

Skills
Bloomberg Terminal, Argus Modeling, Spanish, Microsoft Office, Team Building, Customer Service, Financial Analysis, Finance, Financial Risk, Strategic Financial..., Project Planning, Analysis, Data Analysis, Access, Microsoft Excel, PowerPoint, Time Management

Education
University of Kansas   2008 — 2012
Bachelor of Science (B.S.), Finance, General, 3.65

Andrew Horsman, CFP® Andrew Horsman, CFP® Leawood, Kansas Details
Andrew Horsman, CFP®'s Stepp & Rothwell, Inc. Experience October 2008 - December 2012
Job Wealth Manager at Creative Planning Inc.
Industry Financial Services
Experience
Creative Planning Inc.  January 2013 - Present
Stepp & Rothwell, Inc.   October 2008 - December 2012

Skills
Mutual Funds, Investment Management, Wealth Management, Investments, Financial Planners, Wealth Management..., Wealth, Strategic Financial..., Asset Allocation, Investment Strategies, Management

Education
Clemson University   2004 — 2008
Finance

CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc.

Amy Wise Amy Wise Overland Park, Kansas Details
Amy Wise's Stepp & Rothwell, Inc. Experience 1998 - 2001
Job Master Stylist at Bliss Salon & Day Spa
Industry Cosmetics
Experience
Bliss Salon & Spa   November 2011 - Present
Premier Beauty Inc.   2008 - 2011
Beauty Brands  2007 - 2008
Stepp & Rothwell, Inc.   1998 - 2001

Skills
Hair Cutting, Salons, Hair Extensions, Precision Cutting, Texturizing, Blow Outs, Foils, Razor Cutting, Corrective Color, Master Colorist, Makeovers, Makeup Artistry

Education
Avila University   2013 — 2015
Bachelor of Science (BS), Registered Nursing/Registered Nurse

Johnson County Community College   2009 — 2012
Associate of Arts (A.A.), Health and Wellness, General

B Street Design
Cosmetology, Cosmetology

Amy Guerich Amy Guerich Kansas City, Missouri Area Details
Amy Guerich's Stepp & Rothwell, Inc. Experience May 2006 - Present
Job Financial Planner at Stepp & Rothwell, Inc.
Industry Financial Services
Experience
Stepp & Rothwell, Inc.   May 2006 - Present
Financial Planning Association of Greater Kansas City   January 2008 - December 2014
Stepp & Rothwell, Inc.   May 2006 - October 2010
Stepp & Rothwell, Inc.   May 2005 - August 2005

Skills
Investment Advisory, Financial Planning, Family Wealth Management, Wealth Management, Retirement, Personal Finance, Insurance, Tax, Employee Benefits, Retirement Planning, Asset Allocation, Retirement Income..., Estate Planning, Small Business, Investments, Asset Management, Portfolio Management, Public Speaking, Risk Management, Wealth, Financial Advisory, 401k, Business Planning, Saving for Education, Planning, Financial Management, Wealth Management..., Strategic Financial..., Wealth Accumulation

Education
Kansas State University   2002 — 2006
BS, Personal Financial Planning

Dan Mathews, CFP® Dan Mathews, CFP® Kansas City, Missouri Area Details
Dan Mathews, CFP®'s Stepp & Rothwell, Inc. Experience September 2001 - June 2014
Job Wealth Manager at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning Inc.  July 2014 - Present
Stepp & Rothwell, Inc.   September 2001 - June 2014

Education
University of Missouri-Kansas City   1993 — 1996
Bachelor of Business Administration

Daniel Shay Daniel Shay Kansas City, Missouri Area Details
Daniel Shay's Stepp & Rothwell, Inc. Experience May 2013 - Present
Job Financial Planning Associate at Stepp & Rothwell, Inc.
Industry Financial Services
Experience
Stepp & Rothwell, Inc.   May 2013 - Present
Renaissance Financial  September 2012 - January 2013
PRA International  February 2008 - August 2010

Skills
Financial Analysis, Document Management

Education
University of Kansas   2010 — 2012
Bachelor of Science, FinanceMay 2012

Oklahoma State University   2005 — 2007
Chemical Engineering

Kurt Commerford Kurt Commerford Kansas City, Missouri Area Details
Kurt Commerford's Stepp & Rothwell, Inc. Experience July 2004 - March 2015
Job Financial Planner at Creative Planning, Inc.
Industry Financial Services
Experience
Creative Planning, Inc.   May 2015 - Present
Stepp & Rothwell, Inc.   July 2004 - March 2015
American Century Investments  1996 - 1997

Education
Rockhurst University   1993 — 1996
MBA

Kansas State University   1987 — 1991

Salina South   1983 — 1987

Larissa Grantham Larissa Grantham Kansas City, Missouri Area Details
Larissa Grantham's Stepp & Rothwell, Inc. Experience January 2001 - Present
Job Financial Planner at Stepp & Rothwell, Inc.
Industry Financial Services
Experience
Stepp & Rothwell, Inc.   January 2001 - Present

Education
College for Financial Planning   2004 — 2006
CFP Certification Professional Education Program

Park University   2002 — 2004
BA, Business Administration with an emphasis on Finance