NorthStar Wealth Group

Knowing how to make the most of your Social Security benefits can be confusing, and mistakes such as taking benefits too early can be costly. With our exclusive Confident Retirement® approach and our background in retirement planning, we help our clients and their dependents take full advantage of their Social Security benefits. We work with our clients to develop a customized plan to help them gain financial confidence to live the full and rich life they’ve earned.


Advisors

Gabriel Chavez

Gabriel Chavez

CFP®, APMA®, CLTC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Gabriel Chavez's website
Eric Schneider

Eric Schneider

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Eric Schneider's website
Jeff Lamb

Jeff Lamb

CRPC®

Financial Advisor

Visit Jeff Lamb's website

Team

Courtnie Doherty Mueller

Courtnie Doherty Mueller

Client Service Specialist

Monica Weller

Monica Weller

Operations Manager

Roles & Responsibilities

  • Responsible for coordination between all branches of our team.
  • B.F.A., Northern Illinois University
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Bridget Corbett

Bridget Corbett

Client Service Specialist

Qualifications

  • IL Health Insurance
  • IL Life Insurance
  • KY Health Insurance
  • KY Life Insurance

Roles & Responsibilities

  • Responsible for client meeting preparation
  • Responsible for front-line telephone communication and calendar management for our Valparaiso, IN office.
  • B.S., Purdue University
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Emily Pope

Emily Pope

Financial Planning Assistant

Roles & Responsibilities

  • Responsible for financial planning support
  • B.S., Illinois State University
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Barbara Danaher

Barbara Danaher

Client Service Specialist,

Operations Manager

Qualifications

  • BA from St. Xavier University
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Karissa Voida

Karissa Voida

Client Service Specialist

Kaitlyn Machay

Kaitlyn Machay

Client Concierge