Dana F Potts
Wealth Management Advisor|CFP®, CLU®, ChFC®
Personal
Dana grew up on a small farm in Northern Michigan, close to the Canadian border. Currently Dana resides in a western suburb of Chicago, Illinois.
Professional
Guest Speaker:
CRNA Programs
Florida Association of Nurse Anesthetists (FANA), Orlando, FL
Florida Hospital, Orlando, FL
Georgetown University, Washington, DC
Georgia Health Services University, Augusta, GA
Goldfarb School of Nursing, St. Louis, MS
Gooding Institute of Nurse Anesthesia, Panama City, FL
Louisiana State University, New Orleans, LA
Lourdes College, Sylvania, OH
Our Lady Of Lake College, Baton Rouge, LA
Rosalind Franklin University, North Chicago, IL
Rush University Medical Center, Chicago, IL
South Suburban Hospital, Hazel Crest, IL
Southern Illinois University Edwardsville, Edwardsville, IL
University of Kansas, Lawrence, KS
University of Miami, Miami, FL
University of South Florida, Tampa, FL
Webster University, Webster Groves, MO
Wolford College, Naples, FL
Residency Programs
Adventist Florida Hospital, ER Residency, Orlando, FL
Adventist Florida, Podiatric & Surgery, Orlando, FL
Adventist Florida, Internal Medicine, Orlando, FL
Cook County Hospital, Chicago, IL
George Washington University ER, Physicians Medicine Residency, Washington, DC
Georgetown University, ER Residency, Washington, DC
Hinsdale Hospital, Hinsdale IL
Howard University, Washington, DC
Illinois Masonic Hospital, Chicago, IL
LaGrange Hospital, LaGrange, IL
Morehouse School of Medicine, Atlanta, GA
Northwestern Memorial Hospital, Family Medicine, Chicago, IL
Northwestern Memorial Hospital, Psychiatry, Chicago, IL
Northwestern Memorial Hospital, Pulmonary Medicine, Chicago, IL
Northwestern Memorial Hospital, Family Medicine, Chicago, IL
Provident Hospital, Chicago, IL
Rosalind Franklin University, Psychiatry, North Chicago, IL
University of Illinois College of Dentistry, Chicago, IL
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
