Financial Planning*


What if you could work with a financial planner who was focused only on your best interests?


You can.

*At Stepp & Rothwell, Inc., we strive to provide families with advice that helps them avoid conflicts regarding money and family finances. We do so by working intimately with families on a regular basis to address these issues. We are a fee-only investment adviser registered with the SEC. We provide ongoing advice for a fully-disclosed fee. We sell no investment or insurance products for a commission. We are a fiduciary under law, and must provide services that are always in the best interests of our clients. A copy of our most current written disclosure Brochure discussing our advisory services, fees, and conflicts is available upon request.

Our Team

Managing Partner

Ken Eaton, CFA, CFP

Director of Financial Planning

Dan Shay, CFP

Principal Advisor

Todd Ericson, CFP, ChFC, CLU

Associate Financial Planner

Bri Peck

Senior Financial Planning Associates

Katelyn Berve
Kyle Hammel
Blake Setzer

Financial Planner

Jorie Neech


Ross Lehman

Financial Planning Associates

Austin Kuehl
Elizabeth Uribe-Goertz


Rae Catrell
Emily Schopper

We Really Do
What You Really Want

Stepp & Rothwell, Inc. is an objective, comprehensive financial planning firm. We’re focused on you, your happiness, and your enjoyment of life. Our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge that they need to make informed decisions about their future.

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