Bri Peck, CFP
Financial Planner

Bri joined Stepp and Rothwell, Inc. in 2018 after graduating from Kansas State University.  While attending KSU, she was an officer on the Student Advisory Board for Powercat Financial, a peer financial counseling center, and was involved in the Financial Planning Association of Kansas State University.

Bri started her career at S&R as an Associate, and within 6 months, she was promoted to Senior Associate. Soon after, Bri’s excellent organizational skills and technical understanding helped her to get promoted to Associate Financial Planner. During this time, she studied for the CFP and passed the exam in 2019. Bri was again promoted in 2020, and now serves our clients as a Financial Planner, and is also the Lead Trainer for our Associates.

Education

  • Kansas State University, B.S., Personal Financial Planning, Minors in Business and Human Development and Family Science (2018)

Memberships

  • The National Association of Personal Financial Advisors
  • K-State Alumni Association