financial planning and investment management

Kim Treakle

Administrative Assistant

Education
Bachelor of Science in Management (Cum Laude) - Baker University in Baldwin City, Kansas

Kim joined Stepp & Rothwell as an Administrative Assistant in October 2009 and manages Stepp & Rothwell's reception desk, providing administrative support to the firm's team of financial planners. Kim is also responsible for client scheduling. Prior to joining the firm, Kim managed a regional Field Sales Administration team for Cisco Systems, Inc., in Overland Park, Kansas.

"The best part about my job is meeting and greeting our clients and working with competent, savvy people in my multifaceted role here at Stepp & Rothwell."
— Kim Treakle

kim@steppandrothwell.com

 

Financial advice that helps you plan your future.