Moneta Partner Maggie Rapplean Featured on Kitces’ Financial Advisor Success Podcast
November 10, 2025
We’re proud to share that Moneta Partner Maggie Rapplean was recently featured on Michael Kitces’ Fina...
Stephen Dolan
Advisor
CFP®
As an Advisor on the Moneta Advisory Services Team, Stephen Dolan is dedicated to putting clients first. He specializes in comprehensive wealth management with an emphasis on tax-efficient investing and estate planning.
Stephen joined Moneta in 2020 because of the firm’s client-first culture. He brought nearly a decade of experience as a wealth advisor for Mariner Wealth Advisors and a financial advisor for Edward Jones, where he developed his expertise regarding investor behavioral coaching and explaining complex subjects in an easy to understand manner.
Stephen became a CERTIFIED FINANCIAL PLANNER® in 2016 and earned a B.S. Degree from Marquette University with a specialization in Finance. Away from work, Stephen enjoys staying active with hiking and tennis. He also loves to travel, watch documentaries, read and spend time with his family.
- CERTIFIED FINANCIAL PLANNER®
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