News & Events

D3 Celebrates 20th Anniversary

On March 25th, the D3 staff enjoyed dinner on the 95th floor of the John Hancock building to celebrate D3's 20th anniversary.

Adam, Brett and Michael Participated in Pro Bono Financial Planning at Harold Washington Library

Adam, Brett and Michael participated in Money Smart Week on April 24, 2017 by providing pro bono financial education at Harold Washington Library. Pictured below are Adam, Brett, and Michael with Knut Rostad, Co-Founder and President of Institute for the Fiduciary Standard. Knut presented an overview of how investors can “go it alone” and manage their investments or screen and select an advisor who has a fiduciary duty to act in the client’s best interest. Afterwards, attendees had the opportunity to speak with a CFP® professional and ask questions.

Kirsten Simon Officially a CFP® Certificant

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.

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