Jason Baugh
Financial Planning Associate

Jason joined Stepp & Rothwell, Inc. in 2017. His prior experience in finance and philanthropy, combined with an interest in behavioral finance, give him unique insights into balancing clients’ financial needs and desires to help them reach their goals. He currently volunteers at Welcome House, a not-for-profit sober living recovery house, teaching basic financial literacy

Education

  • Park University, B.A., Business Administration and Finance (2005)
  • Bryant University, Certificate in Financial Planning (anticipated 2018)

Memberships

  • Financial Planning Association of Greater Kansas City

Board Service

  • Boardwalk Condominium Association
  • Brentwood Condominium Association