"Someone's sitting in the shade today because they planted a tree a long time ago" -Warren Buffet
Who is Daniel Wilkinson?
Dan recently graduated cum laude from DePauw University. While at DePauw he was on the Dean's list for 3 consecutive years, involved in philanthropy, and is a member of Chi Sigma Alpha - a nonprofit established to recognize college athletes who maintain a 3.4 GPA through their junior and senior years. Dan spent the months after graduating getting licensed across Insurance and Securities and now holds his Series 66, Series 7, through LPL Financial and Insurance licenses. Dan is an Advisor who is helping others become comfortable in their financial situation and plan for the future.
Etiquette Expertise
Dan has become well-rounded across all aspects of being a financial advisor. He has, and will continue to, develop his breadth of knowledge across capital markets, retirement plans, and engaging in holistic financial planning with his clients.
Family & Hobbies
Dan currently resides in Woodridge, Illinois where he enjoys spending time with friends and family. He also enjoys traveling to his family’s lake house in Holland, Michigan.
When Dan is not in the office, he is most likely watching his favorite Chicago sports teams-- the Bears, Bulls, and White Sox. As a former college athlete, Daniel enjoys being active and playing sports--specifically golf.