Brooklyn Gormly

Financial Planning Associate at STEPP & ROTHWELL INC. - Overland Park, KS, US

Brooklyn Gormly's Colleagues at STEPP & ROTHWELL INC.
Howard Rothwell

founder

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Ron Fredman

Chief Operating Officer

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Samantha Woodrow

Office Manager

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Kyle Hammel

Senior Financial Planning Associate

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Bob Pearson

Investment Administrator

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Ross Lehman

Analyst

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Claudia Malott

Financial Planning Associate

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Brooklyn Gormly's Contact Details
Email (Verified)
***@steppandrothwell.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
N/A
Location
Overland Park, Kansas, United States
Company
STEPP & ROTHWELL INC.
Brooklyn Gormly's Company Details
STEPP & ROTHWELL INC. logo, STEPP & ROTHWELL INC. contact details

STEPP & ROTHWELL INC.

Overland Park, KS, US • 20 - 49 Employees
Financial Services

Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client's net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.

Holistic Financial Planning Personal Financial Planning Comprehensive Financial Planning Estate Planning Investment Management Insurance Planning & Risk Management Charitable Gift Planning Education Funding Planning Income tax planning & optimization Insurance Planning & Risk Management Income tax planning & optimization
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Frequently Asked Questions about Brooklyn Gormly
Brooklyn Gormly currently works for STEPP & ROTHWELL INC..
Brooklyn Gormly's role at STEPP & ROTHWELL INC. is Financial Planning Associate.
Brooklyn Gormly's email address is ***@steppandrothwell.com. To view Brooklyn Gormly's full email address, please signup to ConnectPlex.
Brooklyn Gormly works in the Financial Services industry.
Brooklyn Gormly's colleagues at STEPP & ROTHWELL INC. are Howard Rothwell, Ron Fredman, Samantha Woodrow, Kyle Hammel, Bob Pearson, Ross Lehman, Claudia Malott and others.
Brooklyn Gormly's phone number is N/A
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