Stepp & Rothwell, Inc., a nationally-recognized fee-only financial planning and investment advisory firm in the Kansas City area, is pleased to announce the admission of three key employees as Partners: Ken Eaton (Managing Principal), Amy Guerich (Client Experience Manager), and Larissa Grantham (Principal Advisor).
They are the first employees since the company was founded in 1992 to join Founders Kathy Stepp and Howard Rothwell as owners. About expanding ownership in the firm, Kathy Stepp said, "We are excited to have such motivated and competent people at Stepp & Rothwell. They have helped to drive the success of the company over the years, and their new ownership status helps to ensure our clients that we will always be here for them."
About Ken Eaton, Amy Guerich and Larissa Grantham
Ken Eaton started at Stepp & Rothwell, Inc., in 1995 as an Associate. He earned his Certified Financial Planner (CFP) and Chartered Financial Analyst (CF A) designations, and he worked as a Financial Planner before being named a Principal in 2005. In 2015 Mr. Eaton became the firm's Managing Principal.
Amy Guerich started at Stepp & Rothwell, Inc., with a
summer internship while at Kansas State University. Ms. Guerich worked as an
Associate first and then a Financial Planner, until the firm promoted her to
the newly-created position of Client Experience Manager in 2014.
Larissa Grantham started at Stepp & Rothwell, Inc., in
2001. While at the firm she earned her CFP designation and worked as a
Financial Planner and then became a Principal Advisor in 2016.
ABOUT STEPP & ROTHWELL, INC.
Stepp & Rothwell, Inc., is an independent fee-only
financial planning and investment advisory firm in the Kansas City area,
serving a wide range of clients nationwide. The firm's objective is to provide
unbiased, results-oriented advice, offering clients the knowledge they need to
make informed decisions about their financial futures. The firm is widely
recognized within the wealth management industry for the excellent service its
team of dedicated, certified financial advisors delivers to its clients.
Stepp & Rothwell is based in Overland Park, Kansas. For
more information, visit: www.steppandrothwell.com.