financial planning and investment management

Rae Catrell

Business Manager


Rae worked for many years as a legal assistant in the area of worker’s compensation defense for a law firm in Michigan. She then moved to Kansas City and was an executive assistant to the CFO of Cohen-Esrey Real Estate Services. Most recently, she was a paraprofessional in the Blue Valley School District, working with special needs students since August 2008. She joined Stepp & Rothwell in July 2011.

"Being involved with the administrative functions of Stepp & Rothwell is rewarding because I get to work with both our wonderful clients and our planning staff."
— Rae Catrell

 

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.