Our advisors

Our team

Amber Castleman

Amber Castleman

Client Service Manager

Roles & Responsibilities

  • Responsible for coordinating office calendar
  • Responsible for pre and post meeting coordination
  • Provides client concierge services including website support and Total View enrollment
  • Provides assistance with Ameriprise Home and Auto Insurance
  • AS, McHenry County College
View more
Alice Wood J.D.

Alice Wood J.D.

Business Development Director

Qualifications

  • Alice Wood is an author, entrepreneur, and retired Estate Planning attorney.

Roles & Responsibilities

  • Event Planning
  • Community Involvement and Outreach
View more
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
View more
Cheryl Crosmer

Cheryl Crosmer

Practice Manager

Qualifications

  • Series 7
  • Series 66

Roles & Responsibilities

  • Licensed paraplanner
  • Responsible for investment and financial planning research
  • Provides overall client service of accounts
  • BS, Valparaiso University
View more
Monica Weller

Monica Weller

Operations Manager

Roles & Responsibilities

  • Responsible for coordination of all branches of NorthStar Wealth Group
  • BFA, Northern Illinois University
View more
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
View more
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
View more
Christina Kolb

Christina Kolb

Financial Planning Specialist

Roles & Responsibilities

  • Responsible for financial plan delivery and compliance
  • Coordinates concierge and event planning
  • BS, Purdue University
View more
Emily Pope

Emily Pope

Financial Planning Assistant

Roles & Responsibilities

  • Responsible for financial planning support
  • BS, Illinois State University
View more