WE HELP SMART PEOPLE MAKE SMARTER FINANCIAL DECISIONS

Meet the Team

Donald Duncan

Donald Duncan

Financial Counselor/Managing Director

MBA, CFA®, CFP®, CPA


Don founded D3 Financial Counselors in 1997 after a successful career at Northern Trust Company. Don has extensive experience providing financial planning to business owners, corporate executives, CFAs, and families.

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Adam Glassberg

Adam Glassberg

Financial Counselor/Co-Owner

CFP®, CIMA®


Adam is co-portfolio manager, and is responsible for review of financial plans. Adam specializes in helping young professionals and young doctors who need assistance with wealth accumulation strategies.

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Michael Smith

Michael Smith

Senior Financial Planner

MS, CFP®, AWMA®, CRPC®


Michael is a Senior Financial Planner where he is responsible for developing detailed financial plans in a timely and effective manner. He delivers thoughtful, customized financial planning advice to clients and enjoys getting to know each client, their families and their unique goals in order to provide the very best advisory solutions.

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Patty Shipinski

Patty Shipinski

Office Manager

RP®


Patty is responsible for the day to day administrative duties and is Don’s primary assistant. Patty is well versed in account opening, account consolidation and estate plan execution.

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Michael Meyers

Michael Meyers

Chief Compliance Officer

MBA, CFP®


Michael is our Chief Compliance Officer and has been providing financial planning advice at D3 since 2007. Michael has an expertise in seniors’ issues, charitable giving, financial plan implementation, plus mutual funds and equity investments.

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Todd Costigan

Todd Costigan

Tax Planner

CPA, CGMA


Todd is the tax analyst, planner and preparer at D3. He is responsible for preparing and reviewing individual, trust, and business tax returns for clients. Todd provides tax analysis and planning services to clients and assists in the overall financial planning process.

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Brett Spencer

Brett Spencer

Financial Planner

MS, CFP®, CEPA


Brett is a Financial Planner at D3. He is responsible for creating financial plans for clients and working with clients to help them obtain their financial goals. He also assists in portfolio management and the overall financial planning process.

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Kirsten Simon

Kirsten Simon

Junior Financial Planner
MBA, CFP®


As a Junior Planner enrolled in Level 1 of the Financial Planning Management Development Program, Kirsten provides a support role in all areas of the financial planning process.

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Sharon Wallyn

Sharon Wallyn

Administrative Assistant


As an Administrative Assistant based in the Chicago office, Sharon provides support for all administrative activities to best serve our clients and support the D3 team.

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