Amy Guerich Email & Phone Number
Principal and Owner @ Stepp & Rothwell, Inc.
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Amy Guerich Location
- Overland Park, KS, US
Amy Guerich Work
- Principal and Owner @ (May 2006 - Present)
- Client Experience Manager @ (May 2014 - May 2018)
- Financial Planner @ (October 2010 - May 2014)
- Financial Planning Associate @ (May 2006 - October 2010)
- Member @ (November 2023 - Present)
- Board Member @ (September 2022 - Present)
- Board Member @ (April 2020 - March 2026)
- Board Member Friends of the UMKC Conservatory @ (January 2019 - December 2022)
- Committee Member @ (September 2019 - January 2022)
- Board Member @ Kansas City Estate Planning Society (August 2019 - August 2021)
- Past President and Board Member @ (July 2013 - June 2021)
- Past President and Board Member @ Kansas State University Institute of Personal Financial Planning Advisory Board (July 2014 - October 2020)
- Young Friends of Starlight Board Member @ (January 2018 - December 2019)
- Board Member @ (August 2018 - August 2019)
- President @ Kansas State University Institute of Personal Financial Planning (January 2015 - January 2016)
- Board of Directors @ (January 2008 - December 2014)
- Board Chairman @ St. Ann Parish Finance Council (July 2010 - July 2011)
- Intern @ (May 2005 - August 2005)
Amy Guerich Education
- Kansas State University
BS (Personal Financial Planning)
2002-2006
Amy Guerich Skills
- Financial Management
- Retirement Planning
- Financial Planning
- Wealth Management
- Estate Planning
- Financial Advisory
- Insurance
- Personal Finance
- Holistic Financial Planning
- Planning
- Public Speaking
- Saving for Education
- Retirement Income Strategies
- Wealth Management Services
- Tax
- Portfolio Management
- Investments
- 401k
- Investment Advisory
- Asset Allocation
- Business Planning
- Strategic Financial Planning
- Risk Management
- Asset Management
- Wealth Accumulation
- Wealth
- Small Business
- Family Wealth Management
- Retirement
- Employee Benefits
Amy Guerich Summary
- Amy Guerich, based in Overland Park, KS, US, is currently a Principal and Owner at Stepp & Rothwell, Inc.. Amy Guerich brings experience from previous roles at Stepp & Rothwell, Inc. and YPO. Amy Guerich holds a 2002 - 2006 BS in Personal Financial Planning @ Kansas State University. With a robust skill set that includes Financial Management, Retirement Planning, Financial Planning, Wealth Management, Estate Planning and more. Amy Guerich has 5 emails and 4 mobile phone numbers on RocketReach.
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Top Stepp & Rothwell, Inc. Employees
Kathy Stepp
Principal
Leawood, KS, US
Kenneth Eaton
Managing Partner
Overland Park, KS, US
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