Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for George Smojver

George Smojver

CFP®, RICP®

Private Wealth Advisor

Managing Partner of Blue Star Financial Group
Learn more about George Smojver Visit George Smojver's website
Advisor photo for Daniel Liehr

Daniel Liehr

CFP®, MS, MBA, ChFC®, CLU®

Private Wealth Advisor

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

Andrew Sonnevil

Associate Financial Advisor

Learn more about Andrew Sonnevil Visit Andrew Sonnevil's website
Advisor photo for Daniel J Kasson

Daniel J Kasson

CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Daniel J Kasson Visit Daniel J Kasson's website


Our team

Mayra Schmidt

Mayra Schmidt

Client Service Manager

Jennifer Curtis

Jennifer Curtis

Operations Manager

Jennifer Kline

Jennifer Kline

Administrative Assistant