Dan Dolan
Senior Vice President, Financial Advisor
CLU®, ChFC®
Office Information
Contact Dan
Team Office
Dan’s Locations
Overland Park, KS 66210 (913) 386-7785
About Dan
For the last 36 years, Dan Dolan has helped clients navigate their financial lives with clarity and confidence. He builds long‑term relationships grounded in trust, creating personalized strategies that bring together tax‑efficient investing, retirement planning, estate considerations, and risk management. Dan works closely with individuals, families, business owners, and institutions, guiding them toward financial independence and helping them manage and transfer wealth across generations.
A University of Kansas graduate, Dan enjoys time with his family, traveling with his wife, Kara, playing golf, and cheering on KU basketball and the Kansas City Chiefs.
Let’s craft your future, together
Schedule a no-cost meeting with one of our advisors and start building a comprehensive plan designed to support your goals.
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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