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Meridith Nelson, Mba, Mha, Cfp® Email & Phone Number

Financial Planning at Stepp & Rothwell, Inc.
Location: Overland Park, Kansas, United States 8 work roles 3 schools
1 work email found @steppandrothwell.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email m****@steppandrothwell.com
LinkedIn Profile matched
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Current company
Stepp & Rothwell, Inc.
Role
Financial Planning
Location
Overland Park, Kansas, United States
Company size
21 employees

Who is Meridith Nelson, Mba, Mha, Cfp®? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Meridith Nelson, Mba, Mha, Cfp® is listed as Financial Planning at Stepp & Rothwell, Inc., a company with 21 employees, based in Overland Park, Kansas, United States. AeroLeads shows a work email signal at steppandrothwell.com and a matched LinkedIn profile for Meridith Nelson, Mba, Mha, Cfp®.

Meridith Nelson, Mba, Mha, Cfp® previously worked as Associate Financial Planner at Stepp & Rothwell, Inc. and Senior Financial Planning Associate at Stepp & Rothwell, Inc.. Meridith Nelson, Mba, Mha, Cfp® holds Bs, Pharmacy from The University Of Kansas.

Company email context

Email format at Stepp & Rothwell, Inc.

This section adds company-level context without repeating Meridith Nelson, Mba, Mha, Cfp®'s masked contact details.

*@steppandrothwell.com
71% confidence

AeroLeads found 1 current-domain work email signal for Meridith Nelson, Mba, Mha, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Meridith Nelson, Mba, Mha, Cfp®

Meridith Nelson, Mba, Mha, Cfp® is a Financial Planning at Stepp & Rothwell, Inc..

Current workplace

Meridith Nelson, Mba, Mha, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Stepp & Rothwell, Inc.
Stepp & Rothwell, Inc.
Financial Planning
overland park, kansas, united states
Website
steppandrothwell.com
Employees
21
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Company profile
View company profile Email format
8 roles

Meridith Nelson, Mba, Mha, Cfp® work experience

A career timeline built from the work history available for this profile.

Senior Financial Planning Associate

Stepp & Rothwell, Inc.

Overland Park, Kansas, United States

Aug 2023 - Sep 2024

Financial Planning Associate

Stepp & Rothwell, Inc.

Overland Park, Kansas, United States

Nov 2021 - Jul 2023

Director, Strategic Planning

Osf Healthcare

Peoria, Illinois Area

Supported the development and execution of the strategic plan for OSF HealthCare System.

Oct 2018 - Sep 2020

Director, Strategic Planning & Community Health

Osf Healthcare St. Joseph Medical Center

Bloomington/Normal, Illinois Area

Oversaw regional strategic planning, local managed care issues, community health/community benefit and business decision support functions.

Feb 2017 - Oct 2018

Director, Strategic Planning

Osf Healthcare St. Joseph Medical Center

Bloomington/Normal, Illinois Area

Led Business Development department, including strategic planning, program development, local business decision support, regional development, managed care, community benefit and community health needs activities.

Apr 2008 - Feb 2017

Manager, Clinical Services Planning

Columbia St. Mary'S

Greater Milwaukee Area

Clinical program development

Dec 2003 - Mar 2008

Administrative Fellow-Business Development

Columbia St. Mary'S

Greater Milwaukee Area

Dec 2002 - Dec 2003
Team & coworkers

Colleagues at Stepp & Rothwell, Inc.

Other employees you can reach at steppandrothwell.com. View company contacts for 21 employees →

RL Ross Lehman Ross Lehman Colleague at Stepp & Rothwell, Inc.Shawnee, Kansas, United States, United States View → LD Luke Dandar Luke Dandar Colleague at Stepp & Rothwell, Inc.Lawrence, Kansas, United States, United States View → KE Kenneth Eaton Kenneth Eaton Colleague at Stepp & Rothwell, Inc.Overland Park, Kansas, United States, United States View → HR Howard Rothwell Howard Rothwell Colleague at Stepp & Rothwell, Inc.Leawood, Kansas, United States, United States View → CG Claudia Gray, Cfp® (Malott) Claudia Gray, Cfp® (Malott) Colleague at Stepp & Rothwell, Inc.Kansas City Metropolitan Area, United States View → KD Katelyn Doncouse (Berve) Katelyn Doncouse (Berve) Colleague at Stepp & Rothwell, Inc.Overland Park, Kansas, United States, United States View → AR Andrew Ramirez Andrew Ramirez Colleague at Stepp & Rothwell, Inc.Basehor, Kansas, United States, United States View → SA Suneil Avirneni Suneil Avirneni Colleague at Stepp & Rothwell, Inc.Olathe, Kansas, United States, United States View → EW Emily Wilson Emily Wilson Colleague at Stepp & Rothwell, Inc.Overland Park, Kansas, United States, United States View → DA Donald Ashley Donald Ashley Colleague at Stepp & Rothwell, Inc.Kansas City Metropolitan Area, United States View →
3 education records

Meridith Nelson, Mba, Mha, Cfp® education

FAQ

Frequently asked questions about Meridith Nelson, Mba, Mha, Cfp®

Quick answers generated from the profile data available on this page.

What company does Meridith Nelson, Mba, Mha, Cfp® work for?

Meridith Nelson, Mba, Mha, Cfp® works for Stepp & Rothwell, Inc..

What is Meridith Nelson, Mba, Mha, Cfp®'s role at Stepp & Rothwell, Inc.?

Meridith Nelson, Mba, Mha, Cfp® is listed as Financial Planning at Stepp & Rothwell, Inc..

What is Meridith Nelson, Mba, Mha, Cfp®'s email address?

AeroLeads has found 1 work email signal at @steppandrothwell.com for Meridith Nelson, Mba, Mha, Cfp® at Stepp & Rothwell, Inc..

Where is Meridith Nelson, Mba, Mha, Cfp® based?

Meridith Nelson, Mba, Mha, Cfp® is based in Overland Park, Kansas, United States while working with Stepp & Rothwell, Inc..

What companies has Meridith Nelson, Mba, Mha, Cfp® worked for?

Meridith Nelson, Mba, Mha, Cfp® has worked for Stepp & Rothwell, Inc., Osf Healthcare, Osf Healthcare St. Joseph Medical Center, and Columbia St. Mary'S.

Who are Meridith Nelson, Mba, Mha, Cfp®'s colleagues at Stepp & Rothwell, Inc.?

Meridith Nelson, Mba, Mha, Cfp®'s colleagues at Stepp & Rothwell, Inc. include Ross Lehman, Luke Dandar, Kenneth Eaton, Howard Rothwell, and Claudia Gray, Cfp® (Malott).

How can I contact Meridith Nelson, Mba, Mha, Cfp®?

You can use AeroLeads to view verified contact signals for Meridith Nelson, Mba, Mha, Cfp® at Stepp & Rothwell, Inc., including work email, phone, and LinkedIn data when available.

What schools did Meridith Nelson, Mba, Mha, Cfp® attend?

Meridith Nelson, Mba, Mha, Cfp® holds Bs, Pharmacy from The University Of Kansas.

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