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, Financial Literacy Program (teaching high school students), Media Relations Committee, former board member
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.
“I believe that building and maintaining our clients’ trust is the most important aspect of my job.”
— Dan Mathews