Claudia Gray, CFP
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 holds the Certified Financial Planner designation.