financial planning and investment management

Bob Pearson

Investment Administrator

Bob is a recent management retiree from a long career at General Motors. He provides administrative services for the firm's clients, including portfolio management and investment software processing, client account initiation and paperwork and applications preparation.  

“Learning new things virtually every day makes coming to work very stimulating and enjoyable for me. The team spirit at Stepp & Rothwell is real.”
— Bob Pearson

 

Financial advice that helps you plan your future.