Dan Cunningham, Senior Partner at SC3F Wealth Management, boasting more than 35 years of experience in the financial services industry, has continually exemplified excellence and dedication. Acknowledged as a Platinum Council Advisor* from 2009 to 2022 by Wells Fargo Advisors Financial Network, Dan's commitment to providing exceptional service stands as a cornerstone of his career. In 2018, his expertise and dedication were further recognized when he earned a spot on the esteemed Forbes Best-in-State Wealth Advisor** list.
Before transitioning into financial advisory, Dan honed his skills in tax and audit work as a CPA, enriching his understanding of the financial landscape. Subsequently, he held pivotal roles within a local bank, ranging from overseeing the trust department to managing the investment center, eventually attaining the esteemed position of Community President.
Dan's altruistic spirit is mirrored in his extensive community involvement, spanning previous leadership roles in various esteemed organizations such as the Mattoon Chamber of Commerce, Mattoon Kiwanis Club, Mattoon Area Family YMCA, and Sarah Bush Lincoln Health Center Foundation. He's been a dedicated contributor to his alma mater, Eastern Illinois University, and has remained active in his church, serving in multiple capacities.
Educated at Effingham High School, Eastern Illinois University, and Northwestern Graduate Trust School, Dan's commitment to continuous growth and education has been a constant in his life. He and his wife, Jeanne, call Mattoon home and take immense pride in their two sons, Jay and Craig, as well as their sons' spouses, Mary and Rachael. The true joy of Dan's life comes from his five cherished grandchildren - Lyla, Kai, Reese, Griffin, and Max - a testament to the love and fulfillment he finds in both his professional and personal pursuits.
*The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors Financial Network as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structures.
**2018 Forbes Best-In-State Wealth Advisors: (Awarded February 2018; Data compiled by SHOOK Research LLC based on the time period from 6/30/16 - 6/30/17 (Source: Forbes.com). The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.