Our Team

The relationships we have with our clients are the perfect blend of professional and personal.  We strive to create a client experience that is responsive and reliable. Look to our team to create personalized, dynamic financial plans by listening and understanding our clients’ needs.

 

Daniel W. Gould , CLU®, ChFC®, CFP®

Founder and Private Wealth Advisor

Office 847-291-5004


Email

Get In Touch

Read Bio

Our Team

Raj Desai

Private Wealth Advisor

Office 847-291-7759


Email

Read Bio

Zakry Levitt

Financial Planning Analyst

Office 773-724-6103


Email

Read Bio

Nancy Joy Kreis

Financial Planning Analyst

Mobile 815-666-3872


Email

Read Bio

Kathy Oleson

Director of Operations

Office 847-291-5006


Email

Read Bio

Chuck Barthelme

Director of Wealth Management Services

Office 847-291-4172


Email

Read Bio

Alison Kailer

Director of Client Services

Office 847-291-5016


Email

Read Bio

Heather R Taylor

Associate Financial Representative

Office 847-291-5004


Email

Read Bio

Jessica Gustafson

Financial Planning Analyst

Office 847-291-4923


Email

Read Bio

Sarah A Furch

Associate Financial Representative

Office 847-291-7327


Email

Read Bio

Amela Popovic , MBA

Investment Assistant

Office 847-849-5505


Email

Read Bio

Lisa Woerner

Investment Operations Associate

Office 847-849-5504


Email

Read Bio

Debra L Gray

Administrative Assistant

Office 847-291-4168


Email

Read Bio

Hannah Gould

Workflow Manager

Office 847-291-5000


Email

Read Bio

Sara Croke

Assistant

Office 847-291-5000


Email

Read Bio