Blue Star Financial Group

Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


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Team photo for Blue Star Financial Group
Team photo for Blue Star Financial Group

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Advisors

Advisor photo for Daniel Liehr

Daniel Liehr

CFP®, MS, MBA, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Daniel Liehr's website
Advisor photo for Andrew Sonnevil

Andrew Sonnevil

Associate Financial Advisor

Visit Andrew Sonnevil's website


Team

Jennifer Curtis

Client Service Coordinator

Roles & Responsibilities

  • Schedule client appointments and prepare agendas and forms for appointments
  • Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
  • Set up and maintain client management system
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Mayra Schmidt

Operations Specialist

Roles & Responsibilities

  • Attend and participate in client meetings if necessary
  • Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
  • Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
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