nome leadership summit june 2, 2015. dana f potts, cfp ®, clu ®, chfc ® financial advisor 105 e...

NOME Leadership SummitJune 2, 2015

Dana F Potts, CFP®, CLU®, ChFC®

Financial Advisor 105 E First St Ste 102

Hinsdale, IL 60521 Office: (630) 986-8600

Professional Background

Economics Professor: Chicago Hope Academy; Fenwick HS;

Hinsdale Central HS

Medical Professionals Financial Planning Presenter:

ConferencesAmerican College of ER Physicians

National Medical AssociationWomen in Surgery Career Symposium

Residency Programs Cook County Hospital, Chicago, IL Florida Hospital, Orlando, FL George Washington University, Washington, D.C. Henry Ford Hospital, Detroit, MI Hinsdale Hospital, Hinsdale, IL Illinois Masonic Hospital, Chicago, IL LaGrange Hospital, LaGrange, IL Morehouse School of Medicine, Atlanta, GA Provident Hospital, Chicago, IL

Qualifications

EducationB.A., Cum Laude, Accounting and Finance, Olivet College

B.A., Cum Laude, Communications, Olivet College

Designations & Certifications:

CERTIFIED FINANCIAL PLANNER™ (CFP®)Chartered Life Underwriter (CLU®)

Chartered Financial Consultant (ChFC®)

My Mission"My charity is to inspire the current generation to make a financial and charitable difference that lasts for new generations to come..”

SECURITY

FINANCIALHARMONY

stimulates

FINANCIAL WELLNESS

WORKER PRODUCTIVITY