WORK & EDUCATION

Daniel Gould works with thriving businesses, professionals, and high-net-worth individuals and families with complex financial pictures. What he values most is developing and building personal relationships with our clients. Daniel can provide you with risk protection and investment solutions that can help make your financial goals a reality. He helps clients, throughout their lifetime, to understand what situations they need to prepare for and which assets they need to protect. Daniel will help you qualify your goals and objectives, identify your assets and liabilities and compare what you have to what you want.

Daniel graduated from the University of Wisconsin-Madison with a Bachelor of Arts degree in History. He has been with Northwestern Mutual since 1991 and has earned the Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations, as well as the CERTIFIED FINANCIAL PLANNERTM certification.

PERSONAL

Daniel resides in Northbrook, IL. In his free time, Dan enjoys visiting his cabin in northern Wisconsin, where he swims, boats, and camps with his daughters and friends. He enjoys playing golf and cards and has become quite a bourbon connoisseur.

WORK & EDUCATION

Raj Desai graduated from the University of Illinois-Champaign in 2004 with a finance and marketing degree. Raj has over ten years of experience with Northwestern Mutual and joined GFG in 2011. He specializes in helping physicians and other high-net-worth professionals. Raj works with clients all across the country, helping them create and maintain long-term financial game plans.

PERSONAL

Raj has been married to his wife, Veronica, since 2014. They reside in Naperville, IL with their two daughters, Jasmine and Brianna. Raj loves playing and watching sports; he is a die-hard Cubs, Bears, Bulls, Blackhawks, and Illini fan.

WORK & EDUCATION

Zakry graduated from the Kelley School of Business at Indiana University Bloomington in 2020 with a degree in Finance. Upon graduation, he joined Gould Financial Group.

Zakry is a passionate person driven to work with his clients for the long term. He values developing relationships to understand best his client's unique needs, desires, and goals. Doing so allows him to work alongside his clients to meet short- and long-term objectives.

PERSONAL

Having grown up in Winter Park, Florida, Zakry now lives in Chicago. In his free time, he loves visiting his family in Utah, where he enjoys Skiing, Rock Climbing, and all things outdoors, along with spending time with his friends.

Jacqui Coleman – Chief Operations Officer, responsible for the day-to-day planning and operations of Gould Financial Group.

Jacqui joined Northwestern Mutual – Chicago office in 2009 and brings strong leadership experience and deep company knowledge to this role. Jacqui’s experience and leadership spanning compliance, planning, process improvement and strategy is a strong asset to Gould Financial Group.

She holds a Bachelor of Arts in Political Science from Western Illinois University.  Her commitment to continuing education led her to earn the Financial Industry Regulatory Authority (FINRA) series 6, 7, 9, 10, 63 and 65 designations.

Jacqui was born and raised in Chicago, IL. She has two lovely children, Kelson and Khloe. In their free time they enjoy going to the movies, cooking dinner from scratch, playing bingo and taking road trips.

WORK & EDUCATION

Chuck is our Director of Wealth Management Services and head of our investment department. He has been with Northwestern since 2000 and joined Dan’s team in 2002. In that time, he has been actively involved with Dan’s work with his clients, from tax planning and investment management to insurance and estate planning. Because of his years of experience, and familiarity with all aspects of Dan’s work with his clients, he should be your main point of contact after Dan for anything you need regarding your overall financial planning. Chuck and his investment team can also help you with making deposits, getting copies of statements, or understanding your investment portfolio.

PERSONAL

Chuck lives in Chicago with his wife, Kate, and their two cats and dogs. When he’s not helping you with your financial planning, he has a multitude of hobbies that include running, bicycling, working on old cars, designing and building custom lamps, or rehabbing a room of his old Chicago two-flat.

Joel Brodsky became a client of GFG over twenty years ago when he was a young lawyer, and his wife, Amy, was a dermatology resident at the University of Chicago. Joel graduated from Indiana University in 1992 and the University of Illinois College of Law in 1995. He litigated from 1995 to 2006 and spent most of his legal career at Quarles & Brady LLP. After that, Joel recruited lawyers from 2006 through 2015 while also helping his wife, Amy, run her dermatology practice, The Derm. In 2015, Joel took over running The Derm full-time as President and helped build it to three offices with over 50 employees. Joel and Amy partnered with Forefront Dermatology in April 2021, a private equity-backed dermatology platform. Joel enjoys building client relationships and providing strategic advice to help promote company growth and objectives. Joel is excited about his new position as the Director of Business Development of GFG. He looks forward to using his experience to provide strategic advice to Dan and the team on executing growth objectives while focusing on superior client service as a core value of GFG. He also looks forward to building new relationships and bringing new clients to GFG.

Joel lives in Deerfield with his wife, Amy, and their children, Nicole and Jake. In his free time, Joel enjoys playing golf and going to Cubs games.  He also loves traveling with his family.

WORK & EDUCATION

Kathy joined Northwestern Mutual in June of 1986, working at the Granum Agency, now Northwestern Mutual - Chicago, until she joined Gould Financial Group in June 2004. Her experience includes application processing, client relation services, and training and support for new associates, underwriting, and client service areas.

Kathy works behind the scenes at GFG and focuses her attention on the operational efficiencies of our team to ensure that the day-to-day operations run smoothly.

PERSONAL

Kathy lives in Lindenhurst with her husband, Dave. Kathy enjoys spending as much time as possible with their enormous family and friends in her free time. She also enjoys reading, baking, and live music, especially if it’s her husband, Dave playing drums.

WORK & EDUCATION

Alison joined Gould Financial Group in 2015 and manages all correspondence, communication, and scheduling for Dan’s clients and any insurance-related inquiries and processes. Her responsibilities also include managing the workflow of a lot of behind-the-scenes work to ensure our clients' satisfaction.

PERSONAL

Alison enjoys spending time with her husband, two children, and other family and friends. She enjoys concerts, festivals, and traveling in her free time and is a sucker for reality TV.

WORK & EDUCATION

Heather joined Gould Financial Group at the beginning of 2013. Heather is the main point of contact for Raj's clients and is responsible for all client correspondence, communication, and scheduling. Her day-to-day activities include helping with client inquiries, scheduling, prospecting, monitoring current policies, setting up presentations for residency and fellowship programs, and organizing client events. Heather is here to manage the workflow of Raj's practice to ensure all clients' needs are met.

PERSONAL

Heather enjoys spending time outside the office with her husband, three children, and a boxer pup. In her little free time, she enjoys taking her dog on runs and tries to get outside as much as possible. Once warm weather hits, she loves barbeques and summer festivals.

WORK & EDUCATION

Jessica has been a member of the Gould Financial Group since January 2016. She holds a Life and Health Insurance license in Illinois.

Jessica works behind the scenes preparing materials for each client meeting. This includes binding review packets, updating personal planning analyses, and running new illustrations. In addition, she is responsible for ensuring client insurance and investment summaries are accurate and up to date.

PERSONAL

In her free time, Jessica enjoys watching & attending sporting events (Go Bears! Go Cubs! Go Blackhawks!) She also loves spending time with her friends, her husband, Nickolas, and her pets.

WORK & EDUCATION

Sarah has worked for Northwestern Mutual since 2007 and with the Gould Financial Group since 2018. She holds her Illinois Life and Health License and Long Term Care.

Sarah handles the life and disability submission and underwriting processes, client service requests, and all meeting preparation for Raj.

PERSONAL

Sarah lives in Libertyville with her husband, Jeff, and their two kids, Mason and Riley. In her free time, Sarah enjoys traveling to warmer weather, exploring the great outdoors, cooking, and spending time with her friends and family.

WORK & EDUCATION

Lisa has been working for Northwestern Mutual since 2015. She holds her Series 6 and 63 and Illinois Life and Health licenses.

Lisa handles the onboarding and servicing of new and existing investment accounts.

PERSONAL

Lisa lives in the suburbs with her family. She enjoys boating and being outdoors with her family and friends in her free time.

WORK & EDUCATION

Debbie has worked at Gould Financial Group for 15 years. She performs various office administrative duties such as license renewals, income, expense tracking, and database maintenance and ensures our client materials are organized and compliant.

PERSONAL

Debbie lives in Buffalo Grove with her husband, Dave, and their children, Brittany and Zach. In her free time, she enjoys long walks, playing mah Jongg, watching and playing sports, and hanging out with friends and family.

WORK & EDUCATION

Hannah studied at Indiana University in Bloomington, IN. She graduated in May 2020 with a degree in Applied Health Science. Upon graduation, Hannah became a certified yoga teacher before joining Gould Financial Group.

PERSONAL

Hannah loves to spend time with her husband, Alex, friends, and her dog, Jackson. She loves to travel, cook and bake, and practice yoga.

WORK AND EDUCATION

Eric recently graduated from the University of Minnesota – Twin Cities and holds a Life and Health Insurance license in Illinois.

Eric handles the onboarding of new investment accounts and servicing of existing accounts.

PERSONAL

Eric currently lives in the suburbs and enjoys spending free time with friends and family, playing and watching sports, and loves to travel.

WORK & EDUCATION

Katie transitioned into finance after working in healthcare for several years. She earned a Doctorate in Physical Therapy from Boston University in 2015. Katie always had a passion for helping people meet their wellness goals and now uses this philosophy to assist clients in obtaining their financial objectives. Katie was intimately involved in NorthShore Health System’s rehabilitation department operations. At Gould Financial Group, she oversees the coordination between the investment, insurance, and advisory teams.

PERSONAL

Katie lives in Highland Park with her husband and son. She enjoys teaching pilates, going for walks with her Bernedoodle, Enzo, and traveling to new and familiar places.

WORK & EDUCATION

Nicole transitioned to the investment team at Gould Financial Group after a career as a licensed healthcare professional in Wisconsin and Illinois. She obtained two degrees and certifications in Nuclear Medicine and Mortuary Science in Chicago and passionately used that to serve people during their time of need. Nicole carries her passion for serving clients to GFG, where she handles new and servicing existing investment accounts.

PERSONAL

Nicole lives in Buffalo Grove with her husband and dog, and in her free time, she enjoys cooking, traveling, fishing, boating, a day at Wrigley and other parks, or hanging out with family and friends.

WORK & EDUCATION

Becky transitioned into finance after working in healthcare for several years. She earned a Doctorate in Physical Therapy from Midwestern University in 2015. She continues to use her passion to assist people in meeting their financial needs. At Gould Financial Group, Becky works with the investment and insurance teams to ensure coordination and efficiency of services.

PERSONAL

Becky enjoys spending time with her family, walking her dog Mac, golfing and baking.

WORK AND EDUCATION

Michelle is a criminal justice graduate who holds her life and health license. Before joining Gould Financial Group, She worked as an independent Insurance advisor and investment assistant within a boutique firm. Michelle has taken her extensive knowledge, license, and commitment to GFG to fuel her passion for client support and engagement.

Michelle handles life and disability submissions, underwriting processes, and client relations for Dan and Zak’s clients. She will also be assisting with new and servicing insurance accounts.

PERSONAL

Michelle lives in Grayslake with her daughter and puppy Biscuit, while her significant other is in Seattle for work. She loves to travel, spend time with family and eat in her free time. Her love of food has her on a constant quest for the best gluten-free pastries in town.

Work & Education

Viktor graduated from Vilnius University in Lithuania in 2021 with a master’s degree in Finance & Banking. He had two internships working as an associate portfolio analyst at Medina Asset Management company located in Malta and then as a financial analyst for a long/short equity hedge fund, Covalis Capital. Upon graduation, he joined the venture capital company Cold Start as a business development analyst. After the war in Ukraine broke out, Viktor moved to the US and started working as a financial analyst for a mortgage servicer Fay Financial before finally joining Gould Financial Group as a Lead Research Analyst.

Viktor understands the complexities of the investing world well. He has excellent knowledge of the various asset classes and their performance during different macro environments. He works hard to construct the most optimal portfolios for our clients so that they can reach their financial goals.

Personal

In his free time, Viktor loves playing sports and spending time with his family and friends. His favorite sport is soccer, which he has been playing since first grade. Viktor also loves traveling and exploring national parks.

WORK & EDUCATION

Lesley-Ann, or Lesley as she is commonly known as, holds a Bachelor’s of Fine Arts with an Emphasis in Art Education from the School of the Art Institute of Chicago. Prior to joining Gould Financial Group, she managed customer service teams and worked as a Training Specialist specializing in onboarding, continuing education, and compliance. At GFG, Lesley will assist the execution of all insurance recommendations for clients as they move through the insurance underwriting and service processes.

PERSONAL

Lesley lives in Chicago with her family. She also has a cat named Captain Sushi. Lesley is an also an artist that specializes in woodworking and glassblowing. She also loves food and cooking in her free time. She is always ready for her next eating experience. Outside of Chicago, she loves to go hiking in the woods and visiting various trails and mountains.

WORK & EDUCATION

Vitaliy Joined NM Chicago in 2008 as an intern while attending Loyola University Chicago. He stayed with Northwestern Mutual until 2021 when he took a short sabbatical to work in institutional investing. He joined Gould Financial Group in 2024 and is responsible for varies investment related activities.

PERSONAL

Vitaliy enjoys making memories with his wife and son, as well as other family and friends. He enjoys eating and cooking, watching cooking shows ,hanging out with friends while cooking and traveling (which generally revolves around trying new foods).

WORK & EDUCATION

Bradie graduated from the University of Wisconsin. Before beginning at GFG, she worked as a capital installation specialist for Medline for a little over 3 years. She worked a project manager for capital equipment white glove delivery projects.

PERSONAL

Bradie recently moved from downtown Chicago to Glenview, IL with her husband and cat. In her free time she loves to spend time with friends, family, and organizing her living space. Two of her favorite activities are traveling to new places and trying new coffee shops.