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Kathy Stepp, CPA, CFP®
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Howard Rothwell
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Ken Eaton, CFA, CFP®
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Amy Guerich
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Ross Lehman, CFP®
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Dan Shay, CFP®
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Claudia Gray, CFP®
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Katelyn Doncouse
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Meridith Nelson, CFP®
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Koby Knievel
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Derrick Evers
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Donald Ashley
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Steven Heit
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Olivia Leiferman
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Andrew Ramirez
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Abby Roach
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Andy Gunya
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Gabriela Durante
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Chris Kenny
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.