Amy Guerich is a high-level expert, who works in Umkc main office of which is in 750. on the position of Board Member Friends of the Umkc Conservatory since 2019. This person has earned professional experience in more than 12 positions at different companies. Amy Guerich went to the Kansas State University and received education from 2002 to 2006. Overland Park, Kansas is the area, where the professional was known to live. Their email address and phone are accessed through SoftwareOfficial by request.
Name variants:
Aimee Guerich,
Amie Guerich
Last updated Jun 06, 2024
Contact Information
Workplace
Colleagues
Work History
Board Member Friends of the Umkc Conservatory
5100 Rockhill Rd, Kansas City, MO 64110
from Jan 2019
Client Experience Manager
7300 College Blvd, Overland Park, KS 66210
May 2014 — May 2018
Young Friends of Starlight Board Member
4600 Starlight Rd, Kansas City, MO 64132
from Jan 2018
Board of Directors
from Jan 2015
Board of Directors
The FPA of Greater Kansas City is the preeminent organization for financial planning professionals in the Greater Kanas City Area. The FPAGKC provides a forum for education and career develo...
Jan 2008 — Dec 2014
Financial Planner
7300 College Blvd, Overland Park, KS 66210
Stepp & Rothwell is the premier "fee-only" financial planning and investment advisory firm in the Kansas City area. Our team of financial professionals provides unbiased, results-oriented ad...
Oct 1, 2010 — May 2014
Immediate Past President
5100 Rockhill Rd, Kansas City, MO 64110
from Jul 2013
Financial Planning Associate
7300 College Blvd, Overland Park, KS 66210
Amy was responsible for assisting in developing strategies for Stepp & Rothwell’s clients tailored for each client’s financial independence, estate and tax planning, cash flow and risk manag...
May 2006 — Oct 2010
Intern
7300 College Blvd, Overland Park, KS 66210
Fee-Only Financial Planning and Investment Management
May 1, 2005 — Aug 1, 2005
Education
Occupations
Executive
Partner
Board Member
Accountant
Finance and Accounting Specialist
Manager
Chief Executive
Management Team Executive
Operations Manager
Accounting Bookkeeper
Bookkeeper
Skills
Financial Management
Retirement Planning
Financial Planning
Wealth Management
Estate Planning
Financial Advisory
Insurance
Personal Finance
Holistic Financial Planning
FAQs about Amy Guerich
What's the profession of Amy Guerich?
This professional's job is Partner
What are the main profession of Amy?
These person's professions are Executive and Partner
Where does Amy Guerich currently live?
Amy currently lives in Overland Park, Kansas.
Does the professional have the email address?
ag**@steppandrothwell.com is Amy's email address.
How many companies did Amy Guerich work at?
Amy Guerich worked at 12 jobs.
Where has Amy Guerich studied?
Amy studied at the Kansas State University from 2002 to 2006.
What languages does Amy Guerich speak?
Amy Guerich speaks German.
What is professional industry that Amy Guerich worked in?
Amy Guerich works in Financial Services industry.