Dan Shay, CFP
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.
- University of Kansas, B.S., Finance (2012)
- 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
- KU Alumni Association