Danielle M. Dahn


Financial Advisor / Member Owner

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.

1730 Park Street Suite 100 Naperville, IL 60563

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.

Education &

  • University of Illinois
    Bachelor of Science in Finance
  • Northwestern University, Kellogg School of Management
    MBA in Finance, Accounting and Management

Affiliations &
Community Service

  • Court Appointed Special Advocate (CASA) – volunteer
  • DuPage Estate Planning Council – member
  • Chamber TEAM – co-chair

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.