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Kathleen S
CFP®, Series 65
Park City, UT
Stepp & Rothwell Inc
Kathleen Stepp is a CFP® and Series 65 licensed financial advisor with 30 years of industry experience. She has been with Stepp & Rothwell Inc. since 1992. Stepp & Rothwell serves individuals, business entities, trusts, estates, and charitable organizations, providing financial planning, consulting, and investment advisory services. The firm employs a range of investment strategies including mutual funds, ETFs, fixed income, and uses both long- and short-term approaches, with options and margin transactions utilized where appropriate.
Howard R
Series 63, Series 65
Park City, UT
Stepp & Rothwell Inc
Howard Rothwell is a financial advisor at Stepp & Rothwell Inc with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stepp & Rothwell since 1998. The firm serves individuals, business entities, trusts, estates, and charitable organizations by providing financial planning, consulting, and investment advisory services. Stepp & Rothwell’s portfolios primarily include mutual funds, exchange-traded funds, and fixed income securities, utilizing both long- and short-term strategies and offering customizable client arrangements.
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