Employee Spotlight: Tim Stuart CPA

1. What is your background as an accountant and what drew you to pursue a career as a CPA? I majored in Accountancy at the University of Illinois at Urbana-Champaign for both my bachelor’s and master’s degree. Prior to D3, I was a tax accountant at a large public...

Employee Spotlight: Don Duncan, Founder of D3

1.  Why did you start D3 Financial Counselors? There were three reasons: a.  I always wanted to have my own business. b.  I structured my education so that I could make good business decisions. c.  I found a business where I could use my skill set to help people make...

Employee Spotlight: Michael Smith

1. What was your career path prior to joining D3? I’ve been helping individuals and families with their financial planning since 2001. I’ve couldn’t have planned for better career path for experience and the opportunity to help all types of individuals and families...

Employee Spotlight: Isabelle Crouse

1. How did you find out about your position at D3? I listed my resume on the Illinois CPA Society’s website, and Don Duncan found my resume and reached out to me about a potential position at D3. 2. Why did you choose to work for D3? I was very interested in a...

Employee Spotlight: Brett Spencer

1. What is your financial planning background? Is there a specific topic area in financial planning that interests you most? My financial planning background started during my time in college. I majored in personal financial planning for my undergraduate degree at the...