Our Team

 

Daniel W Gould , CLU®, ChFC®, CFP®

Wealth Management Advisor

Office 847-291-5004


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Our Team

Raj Desai

Associate Wealth Management Advisor

Office 847-291-7759


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Kathy Oleson

Director of Operations

Office 847-291-5006


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Chuck Barthelme

Director of Wealth Management Services

Office 847-291-4172


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Alison Kailer

Director of Client Services

Office 847-291-5016


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Heather R Taylor

Associate Financial Representative

Office 847-291-5004


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Jessica Gustafson

Financial Planning Analyst

Office 847-291-4923


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Sarah A Furch

Associate Financial Representative

Office 847-291-7327


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Amela Popovic , MBA

Investment Assistant

Office 847-849-5505


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Lisa Woerner

Investment Operations Associate

Office 847-849-5504


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Debra L Gray

Administrative Assistant

Office 847-291-4168


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