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.
Peter Marchese
MBA, CFA™
Peter also worked at Northern Trust Company for 16+ years in the Investment Management Division, where he earned the title of Senior Vice President. While at Northern, he oversaw the management of $250 billion in fixed income assets for both institutional and individual clients.
Peter has a strong background in fixed income derivatives, municipal bonds, corporate bonds, and mortgage-backed securities. He earned his MBA from the University of Wisconsin-Madison in 1990, and became a Chartered Financial Analyst in 1994. He joined D3 in May, 2007 as a principal with the firm. Peter lives in the north side of Chicago, in the Lincoln Square neighborhood, and splits his time working with clients in the city, and in Downers Grove.
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 has an expertise in seniors' issues, charitable giving, financial plan implementation, plus mutual funds and equity investments.
Becky Connery
MSIA
Becky has an MSIA (Masters of Science in Industrial Administration) from Carnegie Mellon University, and has an undergraduate degree in Civil Engineering from Georgia Tech. Becky is our Compliance Officer, and also manages our media and marketing efforts. Becky supports all financial planning work, has finished her Certified Financial Planning classes at DePaul University, and passed the July, 2009 CFP® Exam. Email: becky@d3financialcounselors.com.
Adam Glassberg
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, Peter, Becky, and Michael. Adam has finished his Certified Financial Planning classes at DePaul University, and passed the March, 2009 CFP® Exam. Email: adam@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. Patty works in the mornings, until 1:30 p.m. Email: patty@d3financialcounselors.com