Dana DeLance

As a wealth advisor and CERTIFIED FINANCIAL PLANNER® Professional, Dana helps individuals and families navigate all aspects of their financial lives with clarity and confidence. She thrives in a client-facing role where she can build meaningful relationships, understand each client’s unique goals, and tailor financial strategies that support their vision. Dana serves as a long-term partner and trusted resource, guiding clients through life’s transitions and helping them make informed decisions on their path to Economic Freedom™.

Dana has spent her entire career working at registered investment advisory firms. Before joining Mercer Advisors in 2025, she served as a wealth advisor at Mariner Wealth Advisors for seven years. She earned her Bachelor of Science degree in agricultural and consumer economics with a concentration in financial planning from the University of Illinois.

Dana’s passion for financial planning is deeply personal. After losing her father at a young age, she was raised by a single parent — an experience that instilled in her a strong sense of resilience, empathy, and a deep appreciation for the role financial stability plays in a family’s well-being. This perspective allows her to connect with clients on a personal level and approach her work as a mission to help others find security and reassurance.
Dana lives in the Beverly neighborhood on the south side of Chicago with her husband and their child, born in September 2024. She enjoys the close-knit community and residential charm of the area. Outside of work, Dana loves traveling, gardening, reading, and daydreaming about her next adventure.