Our advisors

Advisor photo for Gabriel Chavez

Gabriel Chavez

CFP®, APMA, CLTC®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Gabriel Chavez Visit Gabriel Chavez's website
Advisor photo for Sandra McClanahan

Sandra McClanahan

MBA, CFP®, CRPC

Private Wealth Advisor

Learn more about Sandra McClanahan Visit Sandra McClanahan's website
Advisor photo for Barth Morreale

Barth Morreale

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Barth Morreale Visit Barth Morreale's website
Advisor photo for Jeff Lamb

Jeff Lamb

APMA

Financial Advisor

Learn more about Jeff Lamb Visit Jeff Lamb's website


Our team

Kaitlyn Hlavac

Kaitlyn Hlavac

Practice Manager

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 preperation, front line telephone contact at Valparaiso and calendar management
  • Over 19 years experience in the Insurance Industry
  • BA, Purdue University
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Courtnie Doherty Mueller

Courtnie Doherty Mueller

Client Service Specialist

Roles & Responsibilities

  • Responsible for coordinating the Barrington, IL office calendar
  • Responsible for pre- and post-meeting coordination
  • Provides client concierge services
  • BS, Northern Illinois University
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Barbara Danaher

Barbara Danaher

Client Service Specialist

Roles & Responsibilities

  • Responsible for pre- and post-meeting coordination
  • Assists with the meeting scheduling process
  • B.A., St. Xavier University
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Monica Ferrari

Monica Ferrari

Operations Manager

Roles & Responsibilities

  • Responsible for coordination of all branches of NorthStar Wealth Group
  • M.F.A, CU Boulder University
  • BFA, Northern Illinois University
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Emily Pope

Emily Pope

Administrative Assistant

Roles & Responsibilities

  • Responsible for financial planning support
  • BS, Illinois State University
  • MS, Eastern Illinois University
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Samantha Cozzo

Samantha Cozzo

Administrative Assistant

Preslie Lewandowski

Preslie Lewandowski

Administrative Assistant

Roles & Responsibilities

  • BA, Psychology DePaul University
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