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

Board Service

  • KCFC- Kansas City Football and Cheerleading, Shawnee Mission Northwest Area Director and board member (2022-present)
  • KCFC- Kansas City Football and Cheerleading, Finance Committee member

Memberships

  • KU Alumni Association
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