On behalf of D3 Financial Counselors, thank you for continuing to place your trust and confidence in us over the last 20 years. We would like to share with you our many noteworthy achievements in 2017. Happy Holidays and cheers to 2018!
2017 Awards & Recognition
University of Illinois at Chicago
D3’s Growth in 2017
Over the past year, D3 has grown to over $255 million in assets under management. We are grateful to you, our clients, for allowing us the opportunity to serve you for the past 20 years.
Dan Crowley, Junior Financial Planner
Dan was hired as a Junior Financial Planner enrolled in the FPMD program. He passed the CFP® Certification Exam in November! Read Dan’s Employee Spotlight.
Sharon Wallyn, Administrative Assistant
Sharon shifted from Business Development to becoming an Administrative Assistant. Read Sharon’s Employee Spotlight and bio.
D3 Staff Updates
|Donald Duncan, MBA, CFA®, CFP®, CPA|
Don opened a third D3 location in Santa Fe, New Mexico.
Adam and his wife, Amanda, are expecting their second baby in May 2018!
Brett got married in August!
Kirsten officially become a CFP® certifcant this year and got married in January!