Eric Jones
Financial Planner
EducationBachelor of Science Finance - University of Central Missouri
Accreditations
Certified Financial Planner (CFP)
Associations
Financial Planning Association (FPA)
Cystic Fibrosis Foundation, Heart of America Chapter, Board of Directors
Eric has 10 years of experience in the financial services industry. He has been a part of the Stepp & Rothwell team since 2005 and serves on its Marketing Committee. Eric has been quoted in The Kansas City Star newspaper.
He also serves in a marketing capacity raising funds and awareness to support Cystic Fibrosis research because his young son suffers from the disease.
“Unlike many planning firms whose sole focus is investment management, our financial plans look at the whole picture. At Stepp & Rothwell, we offer advice on taxes, estate planning, investments, retirement, and insurance, all in an unbiased manner.”
— Eric Jones