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Our Team

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

Raj Desai

Private Wealth Advisor

Zakry Levitt

Private Wealth Advisor

Jacqui G Coleman

Chief Operations Officer

Chuck Barthelme

Private Wealth Advisor

Joel Brodsky

Director of Business Development

Kathy Oleson

Director of Operations

Alison Kailer

Director of Client Services

Heather R Taylor

Associate Financial Representative

Jessica Gustafson

Financial Planning Analyst

Sarah A Furch

Associate Financial Representative

Lisa Woerner

Director of Investment Operations and Services

Debra L Gray

Administrative Assistant

Hannah Gould Rothschild

Marketing Director

Eric Page

Investment Operations Assistant

Katie Konstant

Workflow Manager

Nicole Revoredo

Operations Assistant

Rebecca Wasik

Operations Assistant

Michelle Loren

Operations Assistant