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string(2653) "Don is a managing partner and financial advisor in Savant’s Santa Fe, NM; Downers Grove, IL; and Chicago, IL offices. He has a membership interest in Savant.
Don focuses on high income and high net worth clients who have complex financial planning, tax planning, estate planning, and portfolio management needs. Don’s goal is to generate value for his clients by helping to reduce uncertainty associated with planning for the future. He brings an evidence-based, risk management oriented, institutional perspective to investment management and a goals-based, common-sense approach to financial planning.
As a CERTIFIED FINANCIAL PLANNER® professional, a Chartered Financial Analyst® (CFA®), and a Certified Specialist in Estate Planning® (CSEP), Don is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding. In addition, he is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential, issued by the American Institute of Certified Public Accountants (AICPA). As a CPA, Don focuses significant effort on minimizing the tax drag on clients’ financial plans.
Don has been involved in the financial services industry since 1980. He began his career with a 16-year stint at Northern Trust Company, ultimately managing over $8 billion in various mutual funds and as division manager, helped manage the risk of a $50 billion investment management department. Don founded D3 Financial Counselors and operated the firm until it joined with Savant in 2018.
Don is a member of the American Institute of Certified Public Accountants and the Financial Planning Association. He is a board member for The Chicago Lighthouse and taught financial planning at DePaul University and portfolio management at Lewis University. He and his family support two churches in Downers Grove and Santa Fe. He serves on the board or on committees for two condo associations.
Don earned a bachelor of science degree with a triple major in finance, operations management, and human resources management and a minor in economics from Illinois State University. He earned a master of business administration degree in marketing from DePaul University.
Don and his wife Cindi have five children and split their time between Santa Fe and Chicago. Don and Cindi enjoy outdoor activities, especially backpacking, fishing, hiking, bike riding, skiing, and traveling to new places. New experiences keep Don young."
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string(16) "Donald D. Duncan"
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string(211) "Don focuses on high income and/or $1 million net worth clients. He earned an MBA from DePaul University and brings an evidence-based, risk management oriented, institutional perspective to investment management."
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string(1568) "Adam is a lead and financial advisor in Savant’s Downers Grove, IL office. He has a membership interest in Savant.
Adam specializes in helping successful professionals and doctors create their unique path to financial independence. As CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® (CIMA®), Adam is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Adam has been involved in the financial services industry since 2008 when he joined D3 Financial Counselors and was co-owner of D3 from 2015 until it joined with Savant in 2018.
In 2019 Adam was selected as one of the top 40 financial advisors under age 40 in the United States by InvestmentNews. He frequently speaks to medical students, residents, and fellows at both the University of Illinois at Chicago and the University of Chicago.
Adam earned a bachelor of science degree in business with a concentration in finance from Eastern Illinois University.
Adam and his wife Amanda have two daughters, Addison and April. He likes to stay active by biking, running, skiing, and playing disc golf. He also enjoys the sports, music, and food culture that Chicago has to offer. His favorite hobby is cooking, and he likes to spend time experimenting in the kitchen.
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string(17) "Adam J. Glassberg"
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string(227) "Adam specializes in helping successful professionals and doctors create their unique path to financial independence. In 2019 he was selected as one of the top 40 financial advisors under age 40 in the country by InvestmentNews."
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string(1197) "Jonathon is a portfolio advisor in Savant’s Chicago Loop and Downers Grove, IL offices.
As a CERTIFIED FINANCIAL PLANNER® professional, Jonathon is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Jonathon has been involved in the financial services industry since 2002. Prior to joining Savant, he worked for several different firms over his 20-year career, most recently as a lead financial planner for a nationwide advisory firm in downtown Chicago.
Jonathon is active with Catholic Charities, The Night Ministry, National Alliance on Mental Illness of Chicago, and Financial Planning Association of Illinois.
Jonathon earned a bachelor of science degree in information management and technology from Syracuse University and a master of business administration (MBA) degree from Le Moyne College.
Jonathon is married and has a daughter and a son. He enjoys distance running, spending as much time as possible in the outdoors, and traveling with his family."
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string(20) "Jonathon D. Merickel"
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string(17) "Downers Grove, IL"
