News & Events
D3 was nominated for the Santa Fe Chamber of Commerce Business Award. The 2018 ChamberAir Business Awards Gala will recognize the best businesses that have helped strengthen the economy and community of Santa Fe. The event takes place on June 7th at the Santa Fe Regional Airport Jet Center Hangar.
Don Duncan was featured in a Kiplinger article on maximizing after-tax wealth by integrating tax strategies. To read the full article, click here.
Adam Glassberg Spoke to Graduating Medical School Students at the University of Illinois at Chicago (UIC)
Adam Glassberg is spoke to a group of 3rd and 4th year medical school students at the University of Illinois at Chicago on April 3rd. His area of focus was the financial issues they will be facing after graduation and the effective use of credit and debt to help them achieve their goals and eventually join or establish practices of their own.
To help promote the opening of D3’s new office in the Santa Fe area, Don participated in the Santa Fe Business Expo event on April 5th to build connections and brand recognition with local business owners and individuals in the community.
On March 25th, the D3 staff enjoyed dinner on the 95th floor of the John Hancock building to celebrate D3's 20th anniversary.
This month, Kirsten officially became a CFP® certificant after first passing the CFP® exam in July of 2016 and then completing her two-year experience requirement in January of 2017. She is now permitted to use the CFP® marks at the end of her name.
Adam Glassberg was quoted in an article posted by Investopedia titled "How Retirees Should Think About Market Corrections" on February 17th. To read the full article, please click here.
D3's Adam Glassberg was interviewed by Gail MarksJarvis with the Chicago Tribune. His remarks were quoted in a Chicago Tribune article about financial planning for millennials. Click here to read the article.
Investopedia included D3 Financial Counselors on a top 6 list of best financial advisors in Chicago in 2015. Click here to read this article.
D3 Financial Counselors was named one of the Best Financial Advisors in Chicago in 2017 by AdvisoryHQ.com. D3 was recognized for its complete transparency, client-centered structure and several other attributes.