Broker Check

Team

URSULA DALEY, JD

Financial Advisor

630.571.6077

630.571.2180

ursula@daleyfinancial.com

With a law degree from Pace University, and many years of experience working for financial institutions, Ursula’s experience varies from the traditional financial advisor. Prior to becoming an advisor in 2003, Ursula worked as an...

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JORDAN LEWIS

Financial Advisor

630.571.6077

630.571.2180

jordan@daleyfinancial.com

Joining the industry after earning a double major in Business and Anthropology/Sociology in 2014 from Kalamazoo College, Jordan brings a unique twist to the vision of finance. Her experience brings a background in marketing management...

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BRENDA SWANSON

Senior Operations Manager

630.571.6077

630.571.2180

brenda@daleyfinancial.com

Brenda holds a B.S. degree in Graphic Communications from Illinois State University. She is the foundation of Ursula Daley’s team, with more than eighteen years of financial services experience. Her ability to streamline our...

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BLANCA LONGINO

Client Services Associate

630.571.6077

630.571.2180

blanca@daleyfinancial.com

Blanca Longino joins our team as a Customer Services Associate. Having worked with us prior, she is the glue to our team bond and completes our team with a breadth of industry knowledge. Blanca has over 20 years of experience in...

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SHANNON DONOVAN

Administrative Assistant

630.571.6077

630.571.2180

shannon@daleyfinancial.com

With a B.S. degree in Education from Massachusetts College of Liberal Arts, and a certification in grief counseling, Shannon brings many skills to this position. She is a strong collaborator with excellent communication skills who...

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