financial planning and investment management

Morgan Rudman

Associate Financial Planner

Education
Bachelor of Arts, Economics - University of Missouri-Kansas City

Associations
Sunflower House Emerging Leaders Committee Member
Foster Adopt Connect Gala Planning Committee Member

Morgan uses her prior experience in the insurance industry, as well as her conscientiousness and keen critical thinking skills to provide our clients with service and advice that they need to feel comfortable with their financial situation.  

“I love working at Stepp & Rothwell because of the unique and comprehensive approach we take in order to achieve our clients' financial goals.” 
—  Morgan Rudman

 

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.