Dana Potts in

Dana Potts

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Wealth Management Advisor at Northwestern Mutual Financial Network
📍 Greater Chicago Area, United States

Dana Potts is a Forbes-recognized Wealth Management Advisor with Northwestern Mutual, holding CFP® and ChFC® certifications. Based in Hinsdale, IL, he focuses on helping clients manage wealth, protect their financial future, and create a lasting legacy for their families.

Outside of his professional role, Dana is a highly active and competitive athlete. He is a multi-gold medal winner in the Illinois Senior Olympic Games for track and field. He grew up on a farm in Northern Michigan, has coached middle school track, and plays basketball.

During his time at Olivet College, he served as the News Director for the campus radio station.

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Experience
32 Years
Current Role
Wealth Management Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Dana shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Dana cares about

Legacy Planning
His stated value proposition is to help families and individuals not only manage wealth but also to assist those who desire to leave a legacy.
Retirement Planning
As a Certified Financial Planner, a core part of his practice involves creating tailored, long-term financial plans to help clients achieve their retirement goals.
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Career

Work history

9-2015
Wealth Management Advisor
Northwestern Mutual Financial Network
6-1993
Financial Advisor
Northwestern Mutual Financial Network
In the press

Media appearances

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Education
1975 - 1978
Business
The University of Olivet
1975 - 1975
BA Cum Laude
The University of Olivet
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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