Our Team

Work & Education

Daniel Gould works with successful 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 Planner(CFP) certification.

Personal

Daniel lives in Northbrook with his wife, Amy and their children, Hannah and Sophie. In his free time Dan enjoys visiting his cabin in northern Wisconsin where he swims, boats and camps with his family and friends. He also enjoys playing golf and cards and has become quite a bourbon connoisseur.

Work and Education

Raj Desai graduated from the University of Illinois-Champaign in 2004, with a degree in Finance and Marketing. Raj has over ten years of experience with Northwestern Mutual and teamed up with Dan in 2011. He specializes in helping physicians and other high-income, 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. Their daughter, Jasmine, decided to surprise them in December 2016 by arriving two months early. They currently reside in Lincoln Square. In his free time, Raj loves playing and watching sports; he is a die-hard Cubs, Bears, Bulls, Blackhawks, and Illini fan.

Kathy joined Northwestern Mutual in June of 1986 working at the Granum Agency now Northwestern Mutual- Chicago until she joined forces with Dan in June of 2004. Her experience includes application processing, client relation services and training & support for new associates in the New Business, 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.

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 all aspects of 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.

In his spare time, Chuck is an avid bicyclist and runner, and builder of custom lamps. He lives in Chicago with his wife, mother-in-law, and menagerie of pets (currently 2 dogs and a cat).

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

Title: Associate Financial Representative for Raj Desai

Heather joined Gould Financial Group in 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 any 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.

Away from the office, Heather loves to spend time with her husband, daughter and Boxer pup. The 3 of them keep her busy enough and with one on the way, things will get even busier! If she ever gets some free time, she loves to stay active outdoors and would love to pick up playing soccer again if possible!

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 making sure client insurance and investment summaries are accurate and up to date.

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.

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

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

Amela graduated from Roosevelt University with an MBA in Finance. She joined Northwestern Mutual in 2017 as an Investment Assistant. Amela currently holds her Series 7 and Illinois Life and Health license.

She is responsible for day to day management of our clients’ investment accounts and portfolio research and design.

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

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

Debbie has been with Dan for almost 15 years. She performs various office administrative duties such as: license renewals, income and expense tracking, database maintenance and makes sure our client files are kept organized and compliant.