Amy Guerich

Client Experience Manager

Education
Bachelor of Science Personal Financial Planning
- Kansas State University


Associations
Financial Planning Association of Greater Kansas City, Board of Directors, 2008-2014

Board History
Kansas City Estate Planning Symposium, Marketing Committee Chair and KCEPS Board President-Elect
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St. Ann Young Adults, founding member
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St. Ann Finance Council, 2009-2011 (Former President)
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Operation Breakthrough, Ugly Christmas Sweater Steering Committee member, 2013-2015
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SAFEHOME, volunteer
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Kansas State University Institute of Personal Financial Planning Advisory Board President
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Kansas State University Executive Mentorship Program Mentor

Amy joined Stepp & Rothwell as an Associate in 2006, after having completed a summer internship with the firm. She was promoted to Financial Planner in October 2010 and named Client Experience Manager in May 2014. Amy adds a personal touch to the clients' financial planning experience and provides guidance to their children and other family members. She also plays an integral role in helping the public understand the value of our unique brand of comprehensive, objective financial planning. Amy frequently serves as a spokesperson on financial planning issues on WDAF-TV Fox 4. Amy is a 2016 KC Magazine Most Wanted Honoree.

“My favorite part of working at Stepp & Rothwell is developing meaningful relationships with our clients and their families. In my role as Client Experience Manager, I am able to focus on adding a personal touch to our clients' financial planning experiences.” 
—  Amy Guerich

 

PRINCIPALS
DIRECTOR OF FINANCIAL PLANNING
FINANCIAL PLANNERS
ASSOCIATE FINANCIAL PLANNERS
FINANCIAL PLANNING ASSOCIATES
CLIENT EXPERIENCE MANAGER
BUSINESS MANAGER
RECEPTIONIST

Financial advice that helps you plan your future.