Daniel Shay
Principal Advisor at Stepp & Rothwell, Inc. | Overland Park, Kansas, United States
Daniel Shay’s Email & Phone Number
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Principal Advisor at Stepp & Rothwell, Inc. in August 2019 - Present
Financial Planner at Stepp & Rothwell, Inc. in September 2017 - July 2019
Associate Financial Planner at Stepp & Rothwell, Inc. in April 2017 - August 2017
Managing Financial Planning Associate at Stepp & Rothwell, Inc. in November 2015 - March 2017
Financial Planning Associate at Stepp & Rothwell, Inc. in May 2013 - October 2015
Financial Advisor at Renaissance Financial in September 2012 - January 2013
TMF Document Management Associate at PRA International in February 2008 - August 2010
University of Kansas, January 2010 to January 2012
Stepp & Rothwell, Inc. is a fee-only financial planning and investment advisory firm headquartered in the Kansas City metro area. We provide unbiased, results-oriented advice and develop client-specific strategies that encompass financial independence, estate planning, tax planning, cash flow management, risk management, education planning, wealth accumulation and preservation, and charitable giving. Our typical client’s net worth ranges between $1 million and $5 million, although we do not require a minimum portfolio size.
Discover more about Stepp & Rothwell, Inc.
Project Manager at Stepp & Rothwell, Inc.
Project Manager at Stepp & Rothwell, Inc.
(June 2021 – Present)
Senior Financial Planning Associate at Stepp & Rothwell | Rockhurst University Graduate
Property Accounting Intern at NorthPoint Development
(September 2026 – September 2026)
Founder at Stepp & Rothwell, Inc.
Founder at Stepp & Rothwell, Inc.
(August 1992 – Present)
Senior / Executive Administrative Professional
Operations and Event Planning Coordinator at Kansas City Southern
(October 2022 – Present)
Assistant Investment Officer at Stepp & Rothwell, Inc.
Financial Planning Associate at Stepp & Rothwell, Inc.
(January 2018 – Present)
Founder at Stepp & Rothwell, Inc.
Founder at Stepp & Rothwell, Inc.
(May 1998 – Present)
What is Daniel Shay email address?
Email Daniel Shay at [email protected], [email protected], [email protected] and [email protected]. This email is the most updated Daniel Shay's email found in 2026.
What is Daniel Shay phone number?
Daniel Shay phone number is 9136349992 and 8162173721.
How to contact Daniel Shay?
To contact Daniel Shay send an email to [email protected], [email protected], [email protected] or [email protected]. If you want to call Daniel Shay try calling on 9136349992 and 8162173721.
What company does Daniel Shay work for?
Daniel Shay works for Stepp & Rothwell, Inc..
What is Daniel Shay's role at Stepp & Rothwell, Inc.?
Daniel Shay is Principal Advisor
What industry does Daniel Shay work in?
Daniel Shay works in the Financial Services industry.
