Staff
We have an exceptionally talented and dedicated organization who provide our clients with expert insight, innovative solutions, and ideas. Please feel free to reach out to any of our team members; we're all happy to talk to you and are here to help.
Trina B Letman
Director of Client Services
trina.letman@nmfn.com
(847) 663-7162
Trina began working with Dan in 1997 and has been in the financial services industry since 1992. Over 19 years in the financial services industry has proved that Trina provides the highest level of customer service. Her strength lies in her constant endeavor in keeping the lines of communication open, and helping with any issues that have to do with insurance or investments accounts. Trina holds the designation of Associate Financial Representative, licensed in health & life insurance. She is also a Registered Representative of Northwestern Mutual Investment Services, having passed required securities industry exams. Trina serves as our Director of Client Services, making sure your questions, concerns, and service requests are taken care of promptly and with the utmost professionalism and courtesy. Her ultimate goal is to make sure your experience with Castino Financial is the very best. Trina is a native of Chicago, currently residing in the northern suburbs. Being a single parent, Trina spends most of her time outside of the office with her young son. They enjoy football and hockey and fun wherever they can find it. Trina also has a great passion for music seeking out live shows whenever possible.
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Michael S Roth
Investment Operations Manager
m.roth@nmfn.com
(847) 663-7161
Mike has been part of our team since the summer of 2004 and has been part of Northwestern Mutual Financial Network for nine years. Mike has a Bachelor’s Degree of Science in Finance from the University of Illinois. He also holds several securities registrations as well as his Illinois Life & Health License. Mike serves as our Investment Operations Manager and can take care of any service request in regards to your investment accounts. He can answer any of your questions ranging from asset allocation strategy, stock & mutual fund research to executing wire transfers. He can help with procedural operations as well such as rolling over your 401(k). Mike’s ultimate goal is to ensure that your investment needs are met successfully and in a timely fashion. Mike currently lives in the Village of Schaumburg. Being an avid Chicago sports fan, Mike spends the majority of his free time watching and attending games of the Cubs, Bears and Bulls. Mike also enjoys playing many sports recreationally and has recently discovered alternative means of physical fitness by practicing yoga.
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Meenakshi Rai
Associate Wealth Management Advisor
meena.rai@nmfn.com
(847)663-7071
Meena joined the Castino Financial Group in October of 2010 with ten years of financial services experience under her belt. Meena enjoys investments analysis and overall planning aspect of the business. She organizes personal planning analyses, client reviews, develops investment proposals, provides investment valuations to clients, discusses account values and performance and focuses on relationship management. Meena is also responsible for opening and managing investment accounts, executing trades and maintaining compliance procedures. Meena plays an integral part in overseeing and maintaining Dan’s investment practice. Meena earned her Bachelor’s of Psychology from University of Illinois at Chicago and her Master’s in Business Administration from Roosevelt University of Chicago. Meena is also FINRA licensed with series 7 and 66 and holds life, health, disability and long term care licenses. Meena lives in Chicago. She enjoys playing volleyball, biking and organizing donations rally for neighborhood animal shelters. Please feel free to contact Meena for any investments and planning related inquiries.
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