financial planning and investment management

Dan Shay

Managing Associate Financial Planner

Education
Bachelor of Science Finance - University of Kansas

Accreditations
Certified Financial Planner (CFP)

Associations
Kansas City Football and Cheerleading Club Football Board and Finance Committee Member

Dan uses his prior experience in the financial securities industry, as well as his inquisitive nature and dogged commitment to getting the right answer to ensuring that our clients always get the best solutions for their personal situations.  

“Our highly successful clients have a lot on their plates and understand the power of having an unbiased expert in their corner. At Stepp & Rothwell, we thrive in that role for our clients' financial livelihood.” 
—  Dan Shay

 

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

What is risk? We have the answer.