financial planning and investment management

Adam Hoopes

Principal Advisor/Director of Financial Planning

Education
Bachelor of Science Personal Financial Planning
- Kansas State University


Accreditations
Certified Financial Planner (CFP)


Adam has been in the financial services industry since 1994 and earned the Certified Financial Planner designation in 2001. Prior to joining Stepp & Rothwell in 2007, Adam held supervisory roles at a major brokerage firm that stressed business planning and quality control. He now uses those experiences to ensure that our clients receive superlative unbiased advice and service in a fee-only environment. As Principal Advisor and Director of Financial Planning, Adam provides comprehensive advice to clients and leadership and guidance to Stepp & Rothwell's financial planning teams, and he participates in the management and strategic planning initiatives of the firm.

“The best part of working at Stepp & Rothwell is that our clients know we are only here to help them. Because we are fee-only financial planners, our clients know their interests are the only ones we serve.”
— Adam Hoopes

 

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.