financial planning and investment management

Ken Eaton

Managing Principal

Education
Bachelor of Science Business Administration (Economics)
- University of Missouri at Columbia


Accreditations
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)

Associations
National Association of Personal Financial Advisors (NAPFA)
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Financial Planning Association (FPA), Kansas City Chapter, former President, former chair of the Pro Bono Committee
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Kansas City Estate Planning Symposium, committee member
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University of Missouri Financial Planning Program, Advisory Board member
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CFA Institute
Midwest Foster Care and Adoption Association, Treasurer

Ken has been with Stepp & Rothwell since 1995. In addition to providing financial and investment guidance to the firm's clients, he is integral in strategic planning for the firm's future growth, and he is responsible for the management and administration of the business and leadership of its employees. He is also a member of the investment committee. Ken has taught financial literacy through local charitable organizations like Community LINC, SAFEHOME, The Family Conservancy, and the Jewish Community Center of Greater Kansas City.

Ken has been consulted as a financial expert by The Kansas City Star, the Kansas City Business Journal, Bloomberg Businessweek, and Money Magazine, and many other local and national news outlets. He has been a guest columnist in Ingram's magazine and served as a member of Ingram's Wealth Management Industry Outlook Roundtable.

“I am truly thankful to lead a team of people.” 
—  Ken Eaton

keaton@steppandrothwell.com

 

PRINCIPALS
DIRECTOR OF FINANCIAL PLANNING
FINANCIAL PLANNERS
FINANCIAL PLANNING ASSOCIATES
CLIENT EXPERIENCE MANAGER
INVESTMENT ADMINISTRATOR
BUSINESS MANAGER
COMMUNICATIONS SPECIALIST

Financial advice that helps you plan your future.