Kathy Stepp
Principal and Founder
Education
Bachelor of Science Business Administration (Accounting)
- Ohio State University
Accreditations
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
Personal Financial Specialist (PFS)
Associations
National Association of Personal Financial Advisors (NAPFA), former national board member
Financial Planning Association (FPA), Kansas City Chapter, former board member
Kathy currently is serving a two-year term on the Schwab Institutional Advisory Board, where she joins the principals of other independent advisory firms in providing guidance on Schwab Institutional’s products and services.
She has been named among Worth magazine's and Mutual Funds magazine's "Best Financial Advisors" in the country, and she is frequently quoted in The Kansas City Star, Worth magazine, Medical Economics magazine, Mutual Funds magazine, and Wealth Manager magazine.
Kathy has served as a national spokesperson for the Citibank, Mastercard, and Visa consumer financial education program,“Keeping Your Financial Balance,” and she has appeared on CNBC and many local television stations nationwide. Locally, she is WDAF-TV Fox 4's financial expert and can be seen live every Monday morning at 5:45 a.m., sharing personal financial tips for everyone.
“It's so satisfying when our clients get to the point of telling us, 'We don't worry about this stuff at all anymore'. That's when we know we've done our job!”
— Kathy Stepp