Dan Crowley, CFP®, CFA®

Dan Crowley, CFP®, CFA®, has a diverse work experience in the finance industry. Dan started their career as a Customer Service Associate at Walgreens in 2011 and worked there until 2015. In 2015, they gained business experience as a Summer Business Intern at Jewel-Osco. Dan then interned as a Wealth Management Intern at COUNTRY Financial® from 2016 to 2017.

Dan continued to build their financial planning skills at D3 Financial Counselors LLC, where they worked as a Junior Financial Planner from 2017 to 2018. During their time there, they developed financial plans, communicated with clients, participated in client service processes, and assisted in portfolio management.

Currently, Dan is employed at Savant Wealth Management, where they started in 2018 as a Financial Planner. Later, they took on the role of an Investment Research Analyst in October 2019. Dan'sresponsibilities in this position have not yet been completed.

Throughout their career, Dan has demonstrated a strong commitment to financial planning and investment research, and they hold certifications as a CFP® and CFA®.

Dan Crowley, CFP®, CFA®, obtained their Bachelor's degree in Finance with a focus on Financial Planning from Illinois State University between 2013 and 2017.