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
CFA Institute
National Association of Personal Financial Advisors (NAPFA)

Board History
Financial Planning Association (FPA), Kansas City Chapter, former President, former chair of the Pro Bono Committee
-
Kansas City Estate Planning Symposium, Former Committee Member
-
University of Missouri Financial Planning Program, Advisory Board member
-
Midwest Foster Care and Adoption Association, Chair

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.

“It feels good to be the first person that my clients call whenever anything significant happens in their lives. It is even more rewarding to use my experience and expertise to help them make the most of it.” 
—  Ken Eaton

 

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

Financial advice that helps you plan your future.