Our Team

Autumn Falls in illinois

Every member of our team brings a unique set of skills to the table, allowing us to serve you in a truly comprehensive way. We strive to build relationships that are the perfect blend of professional and personal, and we pride ourselves on being highly responsive and providing exceptional service every time.

Our clients deserve the best, and that’s why we’re very particular with who joins the Gould Financial Group family. We look for relationship-centric people who are exceptional at what they do and are passionate about serving others, and we believe our team is one of our greatest strategic advantages.

 

Our Team

Daniel W. Gould , CLU®, ChFC®, CFP®

Founder and Private Wealth Advisor

Office 847-291-5004


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Raj Desai

Private Wealth Advisor

Office 847-291-7759


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Zakry Levitt

Financial Planning Analyst

Office 773-724-6103


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Nancy Joy Kreis

Financial Planning Analyst

Mobile 815-666-3872


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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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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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Hannah Gould

Workflow Manager

Office 847-291-5000


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Sara Croke

Assistant

Office 847-291-5000


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