Howard Rothwell
Founder

Howard has been in practice as a fee-only advisor since 1983. He co-founded Stepp & Rothwell, Inc. with Kathy Stepp in 1997 and manages the firm’s Investment Committee. Howard focuses on the unique needs and goals of each client, developing customized portfolios and investment strategies according to client-specific financial plans. His financial acumen and credibility are matched only by the personal interest he takes in his clients’ well-being.

Education

  • Dartmouth College, A.B., Economics (1981)
  • Wharton School of Finance of University of Pennsylvania, M.B.A. (Personal Financial Advising) (1984)

Board Service

  • National Association of Personal Financial Advisors (NAPFA), former national conference chair