educated wealth management

Education

Our professionals have earned MBAs, CFP®s, CPAs, and CFA™s.

Learn More: Education

Contact Us

Chicago Branch

Chicago Wealth Management Office

The Garland Building
111 N. Wabash Ave, Suite 1702
Chicago, IL 60602
Click Here For Directions
PH: (312) 526-3680
FX: (866) 385-8998
Click Here To Email Us

Downers Grove Headquarters

Downers Grove Advising Office

Charles Place Office Condos
5151 Mochel Drive, Suite 301
Downers Grove, IL 60515
Click Here For Directions
PH: (630) 271-0033
FX: (866) 385-8998
Click Here To Email Us

D3 Events

D3 Financial Counselors

2011 Client Appreciation Event at Emmett's Ale House in Downers Grove

November 19, 2011

D3 Financial Counselors hosted their annual Client Appreciation Event at Emmett's Ale House on Saturday, November 19, from 5:00-8:30 PM. All of D3's clients enjoyed complimentary dinner and cocktails in appreciation for doing business with D3 Financial Counselors.

D3 Sponsored 2011 All-City Vistage Event

November 10, 2011

D3 Financial Counselors helped sponsor the All-City 2011 Vistage event which was held at the Lincolnshire Marriott Resort on November 10, 2011 from 10:45-6:00 PM. Vistage is a place where Chief Executive Officers who have an annual revenue of at least $1 million gather to exchange questions, ideas and perspectives with each other. D3 Financial Counselors was proud to help sponsor an event for this elite group of CEOs.

D3 Sponsored EO Event at Luxbar in Chicago

November 4, 2011

D3 Financial Counselors has been a proud sponsor of Entrepreneur Organization "EO" for the last two years. EO is a global network of more than 8,000 business owners which use EO as the catalyst for entrepreneurs to learn and grow from each other. D3 has sponsored numerous events for EO members; the most recent one was held at the Luxbar in Chicago on November 4, 2011 from 5:30-8:30 PM. EO board members and D3's clients were invited to attend. D3 provided complementary dinner and cocktails at this "Thank You" event.

Don Speaks at Downers Grove Public Library

September 22, 2011

Don Duncan presented "Financial Plan Process Made Painless" on September 22, 2011 at the Downer's Grove Public Library from 7:00-8:00 PM.  He talked about how to develop a broad-based outlook for financial planning.

D3 Financial Counselors Open House Event at Chicago Office

September 21, 2011

D3 Financial Counselors hosted an Open House event at the new Chicago Branch on September 21, 2011 in the Garland Building, 111 N. Wabash Suite 1702. All condo owners in the building and current clients were invited to attend. D3 provided free coffee, bagels, and doughnuts in attempt to meet their new neighbors.

Don Presents at Professional Development Event

September 15, 2011

Don Duncan presented Investing 101 at the Illinois State University Chicago Office on September 15, 2011. This Professional Development event was hosted by the Chicago Young Alumni Network and ISAF (Illinois State Alumni in Finance). Promoting financial literacy is important to Don, he demonstrates this by presenting at many events similar to this one.

"Bring Spring" Event for Clients at Morton Arboretum

May 14, 2011

D3 Financial Counselors hosted their second annual "Bring Spring" event at the Morton Arboretum on Saturday, May 14, 2011.  D3 provided free admission, parking, and lunch for all clients in appreciation for their confidence in D3 Financial Counselors.

D3 Sponsored an EO Event with Senior Economist at Northern Trust and CEO of Red Zone Marketing

April 27, 2011

D3 Financial Counselors sponsored an event for EO members at Gibsons Bar & Steakhouse in Chicago on April 27, 2011.  Paul Kasriel, Chief Economist at Northern Trust, presented as well as Maribeth Kuzmeski, the CEO of Red Zone Marketing.

Client Appreciation Dinner at Emmett's Ale House

November 13, 2010

D3 Financial Counselors hosted a Client Appreciation Event on Saturday, November 13, at Emmett's Ale House.  All clients received a free dinner and gifts in appreciation for doing business with D3 Financial Counselors.