Eric Jones
Financial Planner
Education
Bachelor of Science Finance - University of Central Missouri
Accreditations
Certified Financial Planner (CFP)
Associations
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA)
Eric has over five years’ experience in the financial services industry and has been quoted in The Kansas City Star newspaper.
Eric is very active in 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