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 is passionate about financial planning and approaches her work as a mission to help others find security and reassurance. She values the close connections she builds with clients and understands the important role financial stability plays in a family’s well-being.

Dana lives in the Beverly neighborhood on the south side of Chicago with her husband and daughter. She enjoys the close-knit community and residential charm of the area. Outside of work, she loves traveling, gardening and reading.