Scott Dolitsky, CFP®
Scott Dolitsky, CFP®, has been in the financial services business since 1988. After receiving a bachelor's degree in finance, he worked in the banking industry for a year, then started his career as a financial advisor. In 1992, he completed two years of advanced study to earn his CERTIFIED FINANCIAL PLANNER™ designation.
Scott and his wife, Sharon, live in St. Charles with their two children, Derek and Natalie.
Daniel R. Berglund, CFP®
Daniel R. Berglund, CFP®, has been helping clients pursue their financial goals since 1991. After receiving his bachelor's degree from the University of Michigan in Ann Arbor, Dan returned to his native St. Louis. Dan earned his CFP® designation in 1996.
Client Service Specialist
Teri Taylor is the client service specialist at D&B Strategic Wealth. She is the first person you talk to when you call and the first person you will see when you walk into our office. She can help with most of your service requests. Teri has worked in the financial industry since 1998; she does everything she can to ensure that clients receive the best possible service.