Danielle M. Dahn
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 is a member of the DuPage Estate Planning Council and serves as a mentor for the CFP Board’s Women in Business mentorship program. She also volunteers to help run a Naperville City Council candidate’s campaign for the spring 2021 election.
Danielle enjoys most anything that involves her two teenage sons’ activities. As a family, they love spending time outdoors, athletics, and being on her parents’ family farm in downstate IL. 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.