Losing a spouse can be one of the most difficult experiences in life, and the financial challenges that come with it can be overwhelming. The first year after the death of a spouse can be especially challenging as you navigate your way through the grieving process and take care of your finances at the same time.
Join financial advisors Joel Cundick and Danielle Dahn as they provide guidance and practical tips that can help you manage your finances during a difficult time and help you move toward financial security.
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Financial Advisor
Joel has been involved in the financial services industry since 2004, after beginning his career in corporate finance with a Fortune 500 company. Prior to joining Savant, he worked at a Registered Investment Advisor firm in Rockville, MD, and then served as vice president of The Corcoran Group in Bethesda from 2008 until its acquisition by Savant in 2015.
Joel graduated magna cum laude with a bachelor of science degree in business management (finance) from Brigham Young University and was a National Merit and Ezra Taft Benson Scholar there. He earned his Certificate in Financial Planning from Georgetown University and is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Investment Fiduciary® (AIF®), and an Accredited Portfolio Management AdvisorSM (APMA®). He is a member of the Financial Planning Association, has been quoted in Forbes, US News & World Report, and Washingtonian magazine, and has been a repeat guest on Federal News Radio. Joel serves as president of the Washington, DC chapter of the BYU Management Society. He regularly teaches seminars on preparing for retirement to Federal employees through the National Institute of Transition Planning.
Joel and his wife Kristin have four children. He enjoys the outdoors in all forms and is a student of American History, particularly the Civil War period. He adores Italian culture and cuisine and speaks the language fluently. He enjoys racquetball, hiking, and cycling.
Financial Advisor
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.