Over the last several weeks, we have been celebrating our amazing clients at Modern Muse Consulting!
Amy Guerich with Stepp & Rothwell, Inc. is up next!
Amy joined the firm as a summer intern after she graduated from Kansas State University with a Bachelor of Science degree in Personal Financial Planning. Her first title with Stepp & Rothwell was Associate Financial Planner.
It wasn’t long before her hard work and dedication paid off! She was promoted in October of 2010 to the role of a Financial Planner. In this role, she has direct oversight for a segment of the firm’s clients. She develops and manages a comprehensive approach for each client in all areas of personal financial planning, including taxes, cash flow, insurance, estate, charitable giving, retirement, education, employee benefits, business, and family wealth management.
Do you want to connect with Amy? You can find her on Stepp & Rothwell’s website at www.steppandrothwell.com or via Linkedin.
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