Financial Planning Associate
As a member of our financial-planning teams, Claudia secures, consolidates and assesses information in support of client service and counsel. She is passionate about helping others and doing well by them. She expresses this through her attention to detail, as she works in the best interest of our clients. She is a quick study and valued member of our firm
Claudia joined Stepp & Rothwell in 2020, the same year she earned her Bachelor of Science degree in finance from Rasmussen University.