financial planning and investment management

Blake Setzer

Financial Planning Associate

Education
Bachelors of Business Administration, Management - Evangel University

Prior to joining Stepp & Rothwell as an Associate in 2015, Blake was a personal banker. He has also spent over four years in managerial positions with a national retailer. Blake's banking, managerial, and customer service experience all help him to give our clients the superlative level of service that they expect. 

“Being able to help our clients fulfill their financial goals is very rewarding. Our fee-only, comprehensive approach to financial planning ensures that our sole focus is on doing what is in the best interest of our clients.” 
—  Blake Setzer

 

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

What is risk? We have the answer.