financial planning and investment management

Jorie Neech

Associate Financial Planner

Education
Bachelor of Science Personal Financial Planning
- University of Missouri at Columbia

Associations
Mizzou Alumni Association
Junior League of Kansas City Member
Sunflower House Emerging Leaders Committee Member
Foster Adopt Connect Gala Planning Committee Member

Jorie joined Stepp and Rothwell after graduating from the University of Missouri at Columbia. During her college tenure, she served as the president of the Office for Financial Success, where she provided sorely needed financial advice to teachers and students at the university. Jorie has successfully completed the education required to become a Certified Financial Planner.  

“I'm fortunate to be able to work for a company whose sole focus is our clients' financial success and well-being. It's refreshing to be in a fee-only environment where our only motivation is fulfilling our clients' goals. The time we devote to each client through our comprehensive approach is truly unique to our firm.” 
—  Jorie Neech

 

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

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