Blue Star Financial Group

Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Advisors

Daniel Liehr, Private Wealth Advisor serving the Kalamazoo, MI area - Ameriprise Advisors

Daniel Liehr

CFP®, MS, MBA, ChFC®, CLU®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Daniel Liehr's website
Rebecca Johnston, Financial Advisor serving the Kalamazoo, MI area - Ameriprise Advisors

Rebecca Johnston

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Rebecca Johnston's website

Andrew Sonnevil

Associate Financial Advisor

Visit Andrew Sonnevil's website

Team

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
  • 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.
  • Supervise administrative staff as well as manage team interactions on a day-to-day basis
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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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Malia Applegate

Intern