Steve joined Dana Investment Advisors in February 2021 and is currently working as a Wealth Management Advisor. Prior to joining Dana, he worked at for 30 years as a Financial Advisor. He graduated from the University of Wisconsin-Milwaukee in 1986 with a BBA in Finance and Management Information Systems. Steve is a Certified Financial Planner, a Charted Financial Consultant, and a Chartered Life Underwriter.
Jay Kaun joined Dana Investment Advisors in July 2015 and is currently a Senior Vice President. Jay graduated from Marquette University with a BS in 1982 and went on to earn a MS and MBA from Marquette in 1983 and 1998. He is responsible for client servicing and marketing and is a Certified Public Accountant. He also serves as a Becker/DeVry instructor for both the CPA and CFA examinations, is a member of Wisconsin Institute of Certified Public Accountants, and the American Institute Certified Public Accountants and, has served on the Boards of several Milwaukee area Charities including the American Liver Foundation, Marquette University’s Blue-Gold Fund, and Major League Baseball Alumni Association.