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. Continue Reading.
Most Recent News & Articles
Savant Capital Management Expands Chicago Footprint through Partnership with D3 Financial Counselors
Savant Capital Management, a nationally-recognized, fee-only wealth management firm headquartered in Rockford, Illinois, and one of the nation’s largest independent registered investment advisory (RIA) firms, today announced it has joined forces with Chicago-based D3 Financial Counselors, a $290 million RIA.
The IRS has released a new version of Form W-4 and a revised Withholding Calculator on irs.gov (IR-2018-36). These updated tools can help you check your 2018 tax withholding to determine if it's still appropriate following passage of the Tax Cuts and Jobs Act in December 2017. The IRS urges taxpayers to use these tools to make sure they have the right amount of tax withheld from their paychecks, taking into account significant changes to the tax law for 2018.
One of the major aspects of a business sale is whether the business will be sold as an asset or as stock. An owner might be thinking, “Does it really matter as long as I get the highest sales price?” Well, as you’ll see below, there are plenty of circumstances that can make a LOWER sales price MORE attractive.
On August 14th, Don attended The Private Wealth Midwest Forum and participated in a panel on "The Future of Wealth Management."
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Chicago Loop Branch
The Garland Building
111 N. Wabash Ave, Suite 800
Chicago, IL 60602
Downers Grove Branch
Charles Place Office Condos
5151 Mochel Drive, Suite 301
Downers Grove, IL 60515
Sante Fe Branch
Sante Fe, NM 87506