Welcome to The Dala Group!
We are so happy that you’re here.
Our team is committed to open and honest communication. Let’s begin by showing you how we operate. This page outlines what you can expect from our team and explains our process for working together.
What Our Clients Are Saying
Join the hundreds of families who have trusted The Dala Group to guide their financial journey. With over 160 five-star Google reviews, our clients consistently praise us for:
Personalized service
Expert Guidance
Commitment to their success
Meet the Team
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Mike Heatwole, CFP®, AWMA®
Founder and CEO
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Linnea Heatwole
Co-Founder
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Stacy Bromann
Wealth Advisor
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Kim Velasco, CFP®
Wealth Advisor
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Dana Arvanites, CFP®
Wealth Advisor
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Tina Barrile, CFA, CFP®
Wealth Advisor and Investment Analyst
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Peyton Brousseau
Associate Wealth Advisor
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Linette Mejia, AFC®
Associate Wealth Advisor
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Trey Roach
Associate Wealth Advisor
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Kristin McCoy, FPQP®
Operations Lead
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Jen Branscum
Executive Assistant and Marketing Coordinator
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Lisa Martinson
Client Service Associate
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Lori Schneiderwind
Client Experience Associate
What Sets The Dala Group Apart
At The Dala Group, we’re more than wealth advisors; we are your dedicated partners in building a secure financial future.
Here’s what makes us unique:
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As Certified Financial Planners™, we are bound to always prioritize your best interests. Every recommendation is designed with your financial goals in mind.
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As an independent, SEC-registered firm, we operate free from the influence of large financial institutions and broker-dealers like Thrivent, Edward Jones, Ameriprise, or Merrill Lynch. This independence ensures that every decision we make is guided solely by your financial goals, allowing us to focus on building a secure and personalized path to your success.
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Tax planning is at the core of what we do. From reviewing annual tax returns to identifying valuable opportunities, our expertise ensures your financial plan accounts for the complexities of Social Security taxation, Medicare premium surcharges, Roth conversions, and more. By integrating tax knowledge into every decision, we help you minimize taxes and optimize wealth.
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Your life is unique, and so is our strategy. We design financial plans tailored to your needs, aspirations, and legacy goals.
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We focus on building enduring relationships through proactive communication, personalized service, and an unwavering commitment to your success.
Our Founder’s Story
Learn why Mike Heatwole started The Dala Group
How We’ll Work Together
Our process is designed to simplify your financial journey and provide clarity at every step:
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We’ll start with a conversation to understand your goals, answer your questions, and ensure we’re the right fit.
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During this phase, we examine your financial picture in detail, gather key information, and seamlessly begin managing your assets.
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Our tailored services are designed to meet your unique needs and may include:
Retirement Planning: Developing a personalized plan to help you achieve the retirement lifestyle you envision.
Investment Management: Managing your portfolio with a focus on growth, risk tolerance, and long-term success.
Tax Strategies: Identifying opportunities to minimize your tax burden while aligning with your financial plan.
Estate and Legacy Planning: Ensuring your assets are preserved and transferred according to your wishes.
Insurance Review: Evaluating coverage to protect you and your family from unforeseen risks.
Education Savings: Planning for your children’s or grandchildren’s educational future.
Charitable Giving Strategies: Supporting causes you care about in a tax-efficient manner. -
As your trusted advisors, we provide regular updates, proactive strategy adjustments, and open communication to keep your financial plan aligned with your evolving goals.
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With your priorities in focus, we remain by your side every step, offering expert guidance to help you achieve your financial aspirations and build a secure future.
Recognized for Excellence
The Dala Group was 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 BusinessRate’s analysis of Google reviews.
We are honored to have received these recognitions; It reflects our commitment to delivering a consistently high-quality client experience.
