Financial Planner | Transition Specialist | Client Advocate

Since 2023, Steve Dolan has leveraged nearly two decades of experience as a financial analyst with a major global manufacturer to guide clients through the complexities of financial planning. With a deep understanding of finance honed over 20 years, Steve’s mission is to make financial security and meaningful planning accessible to clients from all walks of life.

Steve’s experience bridges analytical rigor and practical strategy—skills vital for translating complex financial details into actionable plans.  As a registered representative holding the Series 7 and Series 66 licenses, Steve, like everyone on the team, provides comprehensive financial planning and guidance tailored to each client’s goals.

Clients value Steve’s approachable style and dedication to building trust. He empowers individuals and families to align their financial decisions with their unique visions—whether navigating life’s transitions or planning for long-term stability.

Based in just outside Lenexa, Kansas, Steve is the proud father of his son, Jake. When he’s not working with clients, Steve enjoys engaging with his local community and spending time outdoors. Partnering with Steve means gaining a thoughtful ally committed to helping you build your financial legacy with integrity and diligence.