Dan Ford Castino, ChFC®, CLU®
Wealth Management Advisor


Castino Financial

My Team

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
Office 847-663-7162

Trina began working with Dan in 1997 and has been in the financial services industry since 1992. With over 25 years of experience in the financial services industry, Trina continues to provide 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.

As a contracted Associate Financial Representative, Trina is 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.  She has a  passion for music and seeks out live shows whenever possible.

 

Charlie William Castino

Associate Wealth Management Advisor
Office 847-663-7161

Charlie joined our team in October of 2014. Charlie is insurance licensed, as well as FINRA Series 7 and Series 66 licensed. He organizes personal planning analyses, client reviews, develops investment proposals, provides investment valuations to clients, discusses account values and performance and focuses on relationship management. Charlie is also responsible for opening and overseeing investment accounts, executing trades and maintaining compliance procedures.

Charlie graduated with an Economics degree from DePauw University, where he was the golf team captain and a two time All-American Scholar.  Charlie is a resident of Lakeview and enjoys golf, basketball and skiing.

 

Matthew J Peters

Associate Wealth Management Advisor
Office 847-663-7110

Matt joined our team in April 2017.  Matt has been in the financial services industry working as a Financial Advisor and Wealth Management Advisor since 2012.  Matt is insurance licensed, as well as FINRA Series 7 and Series 66 licensed.  He organizes personal planning analyses, client reviews, develops investment proposals, provides investment valuations to clients, discusses account values and performance and focuses on relationship management.  Matt is also responsible for opening and overseeing investment accounts, executing trades and maintaining compliance procedures.

Matt graduated with a double major in Finance and Business Administration from Eastern Illinois University where he was part of the Student Investment Society attending the RISE Conference in Finance.  Matt resides with his wife Stephanie and is an active member of First United Methodist in Evanston signing in the choir.  Matt is an automotive enthusiast, movie buff, and enjoys snowmobiling, golf, tennis and major league baseball.

 
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck