DANIEL SHAY
Shawnee,KS
Summary
Dynamic financial professional with extensive experience at Stepp & Rothwell, Inc., excelling in client relationship development and personalized financial planning. Proven ability to enhance business growth through effective communication and strategic collaboration. Skilled in retirement and estate planning, delivering tailored solutions that meet diverse client needs.
Overview
2026
2026
years of professional experience
1
1
Certification
Work History
Principal Advisor
Stepp & Rothwell, Inc.
08.2019 - Current
- Serve as lead advisor to a subset of the firm’s clients by delegating efficiently, managing workflow, and coordinating with staff and principals.
- Develop personalized financial plans for clients based on their goals and needs and then review and adjust financial strategies quarterly.
- Cultivate strong client relationships through effective communication and ongoing support.
- Generate direct client referrals to enhance business growth.
- Collaborate with external advisors, including attorneys and accountants, to create integrated solutions.
- Mentor Planning Team Associates in client management and financial planning techniques.
Financial Planner
Stepp & Rothwell, Inc.
04.2017 - 08.2019
Managing Financial Planning Associate
Stepp & Rothwell, Inc.
01.2016 - 04.2017
Financial Planning Associate
Stepp & Rothwell, Inc.
05.2013 - 01.2016
Financial Advisor
Renaissance Financial
2012 - 2013
Education
Bachelor of Science - Finance
University of Kansas
Lawrence, KS05-2012
Skills
- Teamwork orientation
- Client relationship development
- Cash flow management
- Insurance planning
- Retirement planning
- Estate planning
- Tax planning
- Problem-solving
Certification
CERTIFIED FINANCIAL PLANNER®
Timeline
Principal Advisor
Stepp & Rothwell, Inc.
08.2019 - Current
Financial Planner
Stepp & Rothwell, Inc.
04.2017 - 08.2019
Managing Financial Planning Associate
Stepp & Rothwell, Inc.
01.2016 - 04.2017
Financial Planning Associate
Stepp & Rothwell, Inc.
05.2013 - 01.2016
Financial Advisor
Renaissance Financial
2012 - 2013
Bachelor of Science - Finance
University of Kansas
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