Blue Star Financial Group

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.


Advisors

Daniel Liehr

Daniel Liehr

CFP®, MS, MBA, CRPC®, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Daniel Liehr's website
Rebecca Johnston

Rebecca Johnston

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rebecca Johnston's website

Team

Andy Sonnevil

Andy Sonnevil

Client Service Manager,

Financial Planning Specialist

Qualifications

  • Andy is in his senior year at Lake Superior State to obtain a Bachelor of Finance degree
  • Andy has worked for Ameriprise Financial for 6 years, beginning as an intern
  • Works on financial plans and enters data needed for advisor reviews
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Shelby Weurding

Shelby Weurding

Office Manager,

Business Development Specialist

Qualifications

  • 5 years of banking and finance experience

Roles & Responsibilities

  • Maintain high ethical standards and confidentiality at all times with a positive attitude
  • Manage day-to-day activities of the firm and implemented management decisions to meet
  • Establish trusting relationships with clients, while also coordinating and implementing
  • Process all paperwork with a strong attention to detail.
  • Organize multiple marketing events with a high degree of success
  • On board all new staff members, organize all training sessions and implement goals for new staff.
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Meade Parks

Client Service Manager

Hannah Hamay

Client Service Coordinator