Claudia 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 has passed the Certified Financial Planner exam.