Meet the Team
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Founder and CEO
Mike Heatwole is the Founder and CEO of The Dala Group and a Certified Financial Planner™ professional. With a background in engineering and a passion for solving complex problems, Mike brings a unique perspective to wealth management. He earned a bachelor’s degree in Civil Engineering and a master’s degree in Structural Engineering from the Illinois Institute of Technology. After a seven-year career in building design, Mike transitioned into financial planning, applying his advanced analytical skills to help families achieve their lifestyle, wealth, and legacy goals.
Mike began his financial planning career at Waddell & Reed, where he built a wealth management firm centered on delivering comprehensive financial planning, investment management, tax strategies, and estate planning. Over the years, he has refined his expertise in crafting complex wealth strategies and fostering long-term, trusting relationships with clients. His professional accomplishments include earning the prestigious Certified Financial Planner™ (CFP®) designation and the Accredited Wealth Management Advisor® (AWMA®) certification, underscoring his dedication to excellence in his field.
Outside of work, Mike enjoys spending time with his wife, Linnea, and their two daughters. He stays active with weightlifting, kickboxing at CrossKicks, and playing pickleball. A lifelong sports fan, Mike remains devoted to the Kansas City Chiefs but has embraced his Chicago roots by cheering on the Bears as well. Committed to giving back, Mike has volunteered extensively in his church and community, including serving in the Stewardship ministry at Willow Creek Community Church..
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Co-Founder
Linnea Heatwole is the Co-Founder of The Dala Group and has been instrumental in shaping the firm’s foundation and growth. With her versatile skill set and dedication, Linnea has filled key roles behind the scenes, contributing to the firm’s steady development and success. While her work often focuses on operations and support, she enjoys the opportunity to connect with clients when they visit the office.
The Dala Group’s name, chosen by her husband, Mike, reflects Linnea’s Swedish heritage. For Linnea, the Dala Horse is a meaningful symbol of warmth, home, and good fortune, honoring her family’s roots and the values at the heart of the firm. Linnea and Mike are high school sweethearts and proud parents of their two daughters.
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Wealth Advisor
Dana Arvanites is a Wealth Advisor at The Dala Group, where she helps individuals and families make informed financial decisions with clarity and confidence. She is known for her thoughtful approach and her ability to guide clients through important life and financial transitions.
Dana’s professional background spans the nonprofit sector, politics, and finance, giving her a unique perspective on service, leadership, and long-term planning. She holds a Bachelor’s degree in Political Science from DePaul University, a Master’s in Public Affairs from the University of San Francisco, and a Master’s in Communications from Northwestern University. Dana is also a CERTIFIED FINANCIAL PLANNER™ professional, demonstrating her commitment to providing comprehensive, fiduciary financial advice.
She works closely with clients to integrate investment management, tax considerations, and long-term planning into a strategy that reflects their values and goals.
Outside of work, Dana lives in Mount Prospect with her wife and their two young boys. As a family, they enjoy exploring different cultures through travel and are often planning their next overseas adventure.
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Wealth Advisor and Investment Analyst
Tina Barrile is a Wealth Advisor and Investment Analyst at The Dala Group, bringing over 20 years of experience in investment management and financial planning. She is both a Certified Financial Planner™ professional and a Chartered Financial Analyst® charter holder. These credentials reflect her broad expertise in personal finance and investment strategy.
The CFP® designation highlights her deep knowledge of retirement, tax, estate, and risk management planning, enabling her to develop comprehensive plans tailored to each client’s life goals. The CFA® charter, one of the most respected in investment management, demonstrates her advanced skills in portfolio management, asset allocation, and financial analysis.
Tina takes a thoughtful, personalized approach to financial planning, ensuring every decision aligns with her clients’ unique needs and aspirations. She’s committed to building long-term relationships and takes pride in earning the trust of those she works with. By integrating investment management with estate, tax, and financial planning, she helps clients create a well-rounded strategy designed for both short-term security and long-term success.
Outside of work, Tina enjoys time with her husband and children, whose activities—from grade school to college—keep her on the go. A dedicated supporter of her community, she’s volunteered with Big Brothers Big Sisters, the Parent Teacher Organization, and Girls on the Run. When not cheering on her kids at sporting events, she enjoys staying active and connecting with friends and family.
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Wealth Advisor
Kim Velasco is a Wealth Advisor at The Dala Group, dedicated to helping individuals and families navigate the complexities of financial planning. With her warm and compassionate approach, Kim takes the time to truly understand her clients’ priorities and concerns, ensuring they feel supported and confident as they work toward their financial goals.
Kim is known for her expertise in integrating all aspects of her clients’ financial lives—combining tax planning, investment management, and long-term strategies to create personalized plans tailored to their unique needs. With over a decade of experience working with high-net-worth families, she brings wisdom and thoughtful guidance to significant financial decisions, helping clients build a secure and meaningful future.
A graduate of the University of Wisconsin-Madison with a bachelor’s degree in Personal Finance, Kim has also earned the prestigious Certified Financial Planner™ designation, underscoring her commitment to professional excellence and lifelong learning.
Outside of work, Kim enjoys spending time with her husband and twin daughters, embracing the joys and challenges of family life. She also loves cooking, experimenting with new recipes, and finding time to run outdoors.
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Associate Wealth Advisor
Peyton is an Associate Wealth Advisor at The Dala Group, where he works alongside the advisor team to support client relationships and help deliver thoughtful, personalized financial strategies aligned with long-term goals. He earned his bachelor’s degree in Financial Planning from Arizona State University and holds his Series 65 license, bringing a strong educational foundation and attention to detail to his role.
Peyton plans to pursue the CERTIFIED FINANCIAL PLANNER™ designation as he continues to develop professionally. He believes trust and communication are the foundation of effective wealth management and takes pride in helping clients feel confident about their financial future. Outside of the office, Peyton enjoys attending sporting events, going to the gym, and spending time with friends and family.
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Wealth Advisor
Stacy Bromann is a Wealth Advisor at The Dala Group and often serves as the first point of contact for new clients. With her warm and approachable style, Stacy helps clients feel welcome and supported, setting the foundation for a positive and trusting relationship. She focuses on providing a smooth and seamless onboarding experience, ensuring new clients feel confident and prepared for their financial journey.
A graduate of Iowa State University, Stacy combines nearly two decades of experience in the financial services industry with a passion for helping clients navigate the complexities of retirement planning. Known for her ability to explain financial concepts clearly, Stacy ensures that clients’ goals remain at the center of every conversation.
Outside of work, Stacy enjoys spending time with her husband and daughters, cheering them on in their activities. She also volunteers in her church’s children’s ministry, loves baking, and occasionally finds time to enjoy a round of golf.
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Associate Wealth Advisor
Trey is an Associate Wealth Advisor at The Dala Group, where he works to make financial planning approachable and practical for every client. With a degree in Finance from North Central College and a Series 65 license, Trey helps clients create strategies that match their goals and simplify financial decision-making. He is also working toward the CERTIFIED FINANCIAL PLANNER™ designation through Northwestern University’s CFP® Certification Education Program.
As a former collegiate baseball player, Trey honed leadership, adaptability, and teamwork skills that he now applies to wealth management. He values building strong relationships and making sure clients feel confident in the decisions that support their financial well-being and future aspirations.
Outside the office, Trey stays active and enjoys the golf course, cheering on his favorite sports teams, and spending quality time with family and friends.
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Associate Wealth Advisor
Linette focuses on making financial planning approachable and meaningful, partnering with clients so they feel confident in the decisions that shape their futures.
She holds her Series 65 license and has passed the CFP® exam and is completing the remaining requirements for CFP® certification. Linette is an active member of the Financial Planning Association of Illinois and the Association for Financial Counseling and Planning Education, and holds the AFC® (Accredited Financial Counselor®) designation. With a deep belief that financial wellness should be accessible to everyone, she continues to expand her expertise to better support the individuals and families she serves.
Linette’s background includes volunteer work as a financial coach with Women’s Money Matters and Samaritan House, where she supported women and families in building long-term stability and generational wealth. Combined with her experience in human services, this work has shaped the empathy and practical insight she brings to every client relationship.
Outside of the office, Linette enjoys reading, watching international films, traveling, and spending time with her daughter and extended family.
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Director of Human Resources
Rebecca Kostelny serves as Director of Human Resources at The Dala Group, bringing nearly two decades of experience in human resources, with expertise in talent development, employee engagement, and organizational leadership. She is passionate about fostering a positive workplace culture where employees feel supported, valued, and empowered to grow both personally and professionally.
Rebecca earned her bachelor's degree from The University of Iowa and a Graduate Certificate in Human Resource Management from the University of Illinois Springfield. She holds the SHRM Certified Professional (SHRM-CP) credential and is committed to continuous learning and professional excellence within the human resources field.
As Director of Human Resources, Rebecca works closely with leadership and employees to support talent development, strengthen employee engagement, and help cultivate a workplace culture that reflects The Dala Group's values.
Outside of work, Rebecca enjoys spending time with family and friends, cheering on her children at their many activities, and giving back through volunteer work in her community and church. She also enjoys staying active outdoors and values the balance, connection, and perspective these experiences bring to her life and work.
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Client Service Associate
Lisa Martinson is a Client Service Associate at The Dala Group. She brings a calm, conversational approach to helping clients feel supported and valued. Known for her dependability and attention to detail, Lisa thrives on solving problems, staying organized, and making sure every client interaction is a positive one.
Whether she’s guiding clients through paperwork or ensuring clear communication between advisors and clients, Lisa’s focus is always on creating a seamless and exceptional experience. She’s a team player who genuinely enjoys helping others and takes pride in her role in building strong, lasting relationships.
Lisa’s Swedish heritage adds a personal connection to her work, with the Dala Horse—a symbol of the firm—serving as a reminder of family traditions and her childhood home. In her free time, Lisa enjoys baking and trying new recipes, spending time with friends, volunteering with her church, and visiting family in Florida whenever possible.
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Client Experience Associate
Lori Schneiderwind is a Client Experience Associate at The Dala Group, where she focuses on supporting clients and creating a smooth, responsive experience in their day-to-day interactions with the team. She is often one of the first points of contact for clients and is known for her warm, approachable style.
With a background in financial services and nonprofits, Lori brings a strong sense of care and attentiveness to her work. She has a natural ability to build relationships, stay ahead of client needs, and help ensure that communication is clear and consistent throughout the planning process.
Lori takes pride in helping clients feel comfortable and well taken care of, whether she’s coordinating next steps or making sure nothing gets overlooked.
Outside of the office, Lori enjoys hiking, listening to music and podcasts, and spending time with her husband. She is also actively involved in volunteering through her church and a local mobile food pantry, and loves cheering on her young adult children from afar.
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Operations Lead
Kristin McCoy is a Financial Paraplanner Qualified Professional® and the Operations Specialist at The Dala Group. Her deep understanding of systems, processes, and day-to-day operations ensures the advisory team has the support they need to provide exceptional service to clients. Known for her attention to detail and commitment to efficiency, Kristin plays a vital role in keeping everything behind the scenes running smoothly.
Kristin enjoys spending time with her husband and their two children. As a family, they love hiking, traveling, and staying active. Kristin also volunteers as a Girl Scout troop leader, balancing her professional expertise with her passion for giving back. In her free time, she loves running with her dog and diving into a good book.
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Executive Assistant & Marketing Coordinator
Jen Branscum serves as Executive Assistant and Marketing Coordinator for The Dala Group, where she supports Founder and CEO Mike Heatwole while helping advance the firm's marketing initiatives and brand presence. In her dual role, Jen manages a wide range of administrative and marketing responsibilities that maximize organizational efficiency and support the firm's strategic goals.
With over a decade of experience supporting C-suite executives in the financial consulting and tax industries, Jen excels at balancing complex priorities, coordinating high-level projects, and delivering exceptional service. Her strong organizational skills, attention to detail, and commitment to excellence make her an integral part of the firm's success. In addition to executive support, she contributes to marketing efforts through content coordination, communications, event support, and brand development initiatives that help connect clients with The Dala Group's expertise and services.
Outside of work, Jen enjoys spending time with family. Whether playing board games, exploring the outdoors, or planning their next travel adventure, she brings the same enthusiasm, creativity, and thoughtfulness to her personal life as she does to her professional role.
The Dala Group is honored to be featured on Newsweek’s America’s Top Financial Advisory Firms 2026* list and named Best of BusinessRate 2025*, ranking #1 among financial planners in Hoffman Estates based on independent analysis of Google reviews.
Recognition That Reflects Results
Our Values
We want to be your partner in financial planning so you can stop worrying about your family’s financial future.
The Dala Group is owned and operated by real people who have been in your shoes: We are a team of experts with decades of combined experience who have walked this road with our own families. We want to help you take the very best care of your loved ones.
We Are:
Thorough
Reliable
Knowledgeable
Genuine
Transparent
Collaborative
We Believe in the Power of:
Excellence
Community
Connection
Kindness
And Holistic Financial Planning
Our Story
Our founder, Mike Heatwole, initially set his sights on a civil and structural engineering career and dedicated years to designing building structures. However, Mike’s true calling emerged when he discovered his passion for helping individuals and their families plan for the future.
With a sharp problem-solving mindset, an innate analytical ability, and a deep concern for people, Mike transitioned into the financial planning realm in 2013 and later established The Dala Group in 2018.
Inspired by the Swedish Dala horse, a symbol of good fortune and renowned for its strength, courage, and wisdom, we aim to embody these qualities as we safeguard your family’s future and preserve your legacy.
You don’t have to be a financial expert to ensure your family’s well-being. Contact us today to schedule a consultation, and let us help you towards financial peace of mind.
You have enough to worry about.
Let us help with the finances.
You work hard. You provide for your loved ones, care for their well-being, and wish the best for their future (and yours!). But all too often, optimizing finances feels like a struggle–you know you should have a plan for your money, but where do you even begin?
At The Dala Group, we don’t think you should have to be a financial expert to take great care of the people you love. We’ll help manage your wealth today, so you can live confidently, knowing you’ve taken care of tomorrow.
