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Ken Eaton, CFA, CFP® -
Amy Guerich -
Kathy Stepp, CPA, CFP® -
Howard Rothwell -
Franci Erdmann -
Claudia Gray, CFP® -
Ross Lehman, CFP® -
Dan Shay, CFP® -
Katelyn Doncouse -
Koby Knievel -
Andrew Ramirez -
Derrick Evers, CFP® -
Meridith Nelson, CFP® -
Alexis Welch -
Gabi Staskewicz -
Jason Young -
Matthew McGowan -
Steven Heit -
Gabriela Costa Durante -
Andy Gunya -
Emily Wilson -
Jacob Huber -
Mallary Schwarz -
Megan Williams -
Donald Ashley -
Lake Coleman-Wilson
Our Team
The Stepp & Rothwell, Inc. team is a carefully selected group of individuals who have the financial acumen, commitment to client service, and high ethical standards that we demand. Team members are assigned to clients based on a combination of skills, experience, and personality, resulting in enduring client-advisor partnerships.