Dan Mathews
Financial Planner
Education
Bachelor of Science Business Administration - University of Missouri-Kansas City
Accreditations
Certified Financial Planner (CFP)
Associations
National Association of Personal Financial Advisors (NAPFA)
Financial Planning Association (FPA), Kansas City Chapter, former board member
Before joining Stepp & Rothwell in 2001, Dan worked for five years as a specialist in Investor Relations and Retirement Plan Services at American Century Investments.
“I believe that building and maintaining our clients’ trust is the most important aspect of my job.”
— Dan Mathews