financial planning and investment management

Katelyn Berve

Financial Planning Associate

Education
Bachelor of Science Business Administration -
Management and Leadership - University of Kansas

Katelyn joined Stepp and Rothwell in 2016 after graduating from the University of Kansas School of Business. While at KU she served as the vice president of the local chapter of the Society of Human Resources Management. She also held administrative positions in the office of the Special Education Department. Katelyn's education and her administrative and leadership experience have prepared her to provide our clients with the top-level, comprehensive service that they deserve.

“I am thankful for the opportunity to work at Stepp and Rothwell. The fact that we are a fee-only financial planning firm allows us to focus exclusively on what is best for our client's financial well-being. The work we do provides our clients with financial peace of mind that comes from knowing their bases are covered and their financial lives are in good order.” 
—  Katelyn Berve

 

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

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