Claudia Gray, CFP
Financial Planner

Claudia serves as our Planning Team Lead. She guides our clients with confidence and insight. She is passionate about helping others and doing well by them. She expresses this through her attention to detail, and a solid grasp of each client’s realities and aspirations.  She is a quick study and valued member of our firm.

Claudia joined Stepp & Rothwell after earning her Bachelor of Science degree in finance from Rasmussen University. She holds the Certified Financial Planner designation.


  • Rasmussen University, B.S., Finance


  • Financial Planning Association of Greater Kansas City, Secretary/Treasurer
  • Special Olympics Missouri Young Professionals Board