Donald Duncan
MBA, CFA™, CFP®, CPA
Since retiring from Northern Trust Company in 1997 to start D3 Financial Counselors, Don has focused on helping people achieve their goals through financial planning and risk- controlled investment management. During his 16+ years with Northern Trust, Don managed various portfolios in the Investment Management Division and served as a member of the division's management team.
Don received his Certified Public Accountant designation in 1985, earned a Masters of Business Administration from DePaul University in 1987 and became a Chartered Financial Analyst in 1992. In 1997, he earned the Certified Specialist in Estate Planning designation and, in 2000, the Certified Financial Planner designation.
Don is also past Chairman of the Illinois Financial Planning Association. With a strong conviction towards education, Don taught Financial Planning at DePaul University and Portfolio Management at Lewis University. Utilizing Don's teaching experience, D3 Financial Counselors also conducts customized seminars to business employees and association groups. Don and his wife, Cindi, live in Downers Grove with their children.
Email: don@d3financialcounselors.com
Michael Meyers
MBA, CFP®
After a 34-year career at AT&T Bell Laboratories and Lucent Technologies, Michael decided to help other people become successful in their financial lives. Michael earned an MBA from the University of Chicago in 1984 and earned the Certified Financial Planner designation in 2007. Michael is our Compliance Officer, and has an expertise in seniors' issues, charitable giving, financial plan implementation, plus mutual funds and equity investments.
Neil Lefort
MBA, CPA, JD
Neil joined our team in January, 2011 after a 33 year career at Molex Inc, where he was Senior Vice President of Investor Relations. Neil earned his BA from the University of Toronto, his CPA designation from the University of Illinois in 1982, and his JD from Chicago Kent College of Law in 1992. He completed his Certified Financial Planning courses at DePaul University. Neil has expertise in investments, taxes, and estate planning.
Adam Glassberg
CFP®
Adam joined our team in June, 2008, after graduating from Eastern Illinois University with a Bachelor's degree in Finance, with a specialization in Financial Planning. Adam supports all the planning and investment analysis work performed by Don and Michael.
Adam completed his Certified Financial Planning classes at DePaul University, and earned his CFP® designation in June, 2011. Adam is now in Level 2 of the FPMD program, focusing on portfolio management.
Email: adam@d3financialcounselors.com
Ryan Pace
Ryan recently graduated from Illinois State University with a Bachelor's degree in Finance and Financial Planning. He joined our team in May of 2011, and is currently taking his Certified Financial Planning classes at DePaul University. Ryan is the newest participant of our D3 Financial Planning Management Development (FPMD) program. He is currently focused on financial planning and technology applications.
Email: ryan@d3financialcounselors.com
Patty Shipinski
Patty
is responsible for the day to day administrative activities, and is Don’s primary assistant. Patty is here to help answer your questions and direct you to the person who can best serve your needs. She’ll make sure that we are responding and attending to your needs in a timely manner.
Email: patty@d3financialcounselors.com