Dan Shay, CFP
Principal Advisor

Dan’s goal-focused orientation serves him well. He is inquisitive by nature and a dynamic, experienced advisor. He is a Certified Financial Planner. His analytic style leads to informed recommendations based on a thorough understanding of client goals and the dynamics behind them.

Dan joined Stepp & Rothwell in 2013 after starting his career in the financial-securities industry.

Education

  • University of Kansas, B.S., Finance (2012)

Board Service

  • Kansas City Football and Cheerleading Club, Football Board and Finance Committee Member

Memberships

  • KU Alumni Association
Email Dan