1730 Park Street
Suite 100
Naperville, IL 60563

630.357.2224

I am truly passionate about being a financial advisor and specifically about serving as a fiduciary. A client needs not only a competent and ethical advisor in his/her corner but someone who can make the complex simple. Trust is everything to me.

Danielle M. Dahn
CFP®, MBA

Financial Advisor
Member Owner

Danielle has been involved in the financial services industry since 2002, always working in an advisory capacity focused on financial planning. She earned a bachelor of science degree in finance from the University of Illinois and a master of business administration degree in finance, accounting and management from Northwestern University’s Kellogg School of Management. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Danielle serves as a Court Appointed Special Advocate (CASA) volunteer, sworn in by a DuPage County judge, to advocate for an abused or neglected child’s best interest. Professionally, Danielle is a member of the DuPage Estate Planning Council and serves as a co-chair of a local Chamber TEAM.

Danielle enjoys most anything that involves her two high school sons’ activities – wrestling, gymnastics, debate team, and mock trial. As a family, they love spending time outdoors, athletics, and being on her parents’ family farm in downstate Illinois. Danielle also has a very fond spot for her English bulldog and her many book clubs.

I am truly passionate about being a financial advisor and specifically about serving as a fiduciary. A client needs not only a competent and ethical advisor in his/her corner but someone who can make the complex simple. Trust is everything to me.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Danielle M. Dahn
CFP®, MBA

Financial Advisor
Member Owner

Danielle has been involved in the financial services industry since 2002, always working in an advisory capacity focused on financial planning. She earned a bachelor of science degree in finance from the University of Illinois and a master of business administration degree in finance, accounting and management from Northwestern University’s Kellogg School of Management. She is a CERTIFIED FINANCIAL PLANNER™ professional.

Danielle serves as a Court Appointed Special Advocate (CASA) volunteer, sworn in by a DuPage County judge, to advocate for an abused or neglected child’s best interest. Professionally, Danielle is a member of the DuPage Estate Planning Council and serves as a co-chair of a local Chamber TEAM.

Danielle enjoys most anything that involves her two high school sons’ activities – wrestling, gymnastics, debate team, and mock trial. As a family, they love spending time outdoors, athletics, and being on her parents’ family farm in downstate Illinois. Danielle also has a very fond spot for her English bulldog and her many book clubs.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.