The Team

Blue Star Financial Group

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Rebecca Johnston

Rebecca Johnston

Financial Advisor

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Designations

CFP®, CDFA®

Top Areas of Focus

  • Retirement Plan Distribution
  • Women's Financial Strategies
  • Wealth Preservation Strategies

Education

Spring Arbor University BA, 1978

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Linda Enzinger

Linda Enzinger

Financial Advisor

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Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Saving for Education

Education

BS Ed: Massachusetts College of Arts, Boston, Massachusetts, Majored in Fine Arts and Education

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Daniel Liehr

Daniel Liehr

Private Wealth Advisor

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Designations

CFP®, MS, MBA, CRPC®, ChFC®

Top Areas of Focus

  • Charitable Giving
  • Employee Stock Options
  • Estate Planning Strategies

Education

University of Illinois, Bachelors of Science, University of Illinois, Master of Science, Lake Forest Graduate School of Management, MBA

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George Smojver

George Smojver

Private Wealth Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Social Security Retirement Benefits
  • Tax Planning Strategies

Education

Western Michigan University - BBA Finance

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Our Staff

Shelby Weurding

Shelby Weurding

Office Manager

Andrew Sonnevil

Andrew Sonnevil

Client Service Manager

Financial Planning Specialist

Hannah Hamay

Client Service Coordinator