financial planning and investment management

Dan Mathews

Financial Planner


Bachelor of Business Administration - University of Missouri-Kansas City

Certified Financial Planner (CFP)
Qualified 401(k) Administrator (QKA)

CFP Board Ambassador Program
Financial Planning Association (FPA), Kansas City Chapter, 2012 Director at Large, Media Relations Committee member, Financial Literacy Program (teaching high school students)
Financial Coaching Ministry, Church of the Resurrection

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.   

In October 2011 Dan was selected to be a CFP Board Ambassador, serving as a consumer advocate and representing more than 63,000 financial planning professionsals who hold the CFP mark. He is also the chief liaison between The Kansas City Star and the Greater Kansas City Chapter of the Financial Planning Association that provides weekly blogs about money matters that post on He volunteers annually at the KSHB Channel 41 Action News Call-In show during Financial Planning Week. Additionally, Dan has participated in 'Money Makeover' stories for The Kansas City Star and WDAF-TV Fox 4.

“I believe that building and maintaining our clients’ trust is the most important aspect of my job.”
— Dan Mathews


Financial advice that helps you plan your future.