Happy Holidays & D3’s 2017 Year End Review

Dec 19, 2017

financial counselors

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

the top 150five star



D3 financial

Community Involvement

Money Smart Week

FPA of Illinois

University of Illinois at Chicago

College of DuPage

NAPFA National Conference

Hope’s Front Door

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. 

New Employees

Dan Crowley


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


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

Donald Duncan, MBA, CFA®, CFP®, CPA

Don opened a third D3 location in Santa Fe, New Mexico.




Adam Glassberg


Adam Glassberg, CFP® CIMA®

Adam and his wife, Amanda, are expecting their second baby in May 2018!




Brett Spencer


Brett Spencer, MS CFP® CEPA

Brett got married in August!




Kristen Simon


Kirsten Simon, MBA CFP®

Kirsten officially become a CFP® certifcant this year and got married in January!

Website Development