Find a financial advisor

Since Paul joined the firm in 1999, he has implemented creative strategies to help clients efficiently pursue their financial goals. Paul pays attention to the details while providing his clients with prompt, personal service. He believes in a proper exit strategy and realizes the impact taxes will have on his clients’ retirement portfolios.

Brittany provides tailored, purposeful financial services that are designed to help her clients reach their full financial potential. She uses a combination of genuine care for her clients’ lives and a desire to be a financial “coach” to them to help them achieve their financial goals.

John specializes in working with physicians across the country, both in training and in practice. Taking a risk management-focused approach with his clients, John works to identify the appropriate life insurance and income protection options for his clients and their families.

Amanda believes there is a unique way of practice by not being tied down to a specific line of products while having the ability to tailor recommendations based on an individual’s distinct needs. Amanda works primarily with attorneys, medical professionals, business owners, executives and young professionals.

As a Wealth Management Advisor based in San Diego, Adam provides comprehensive financial guidance for business owners, professionals, and their families to build and protect their wealth and leave the legacy they want.

Ann’s practice over the years has grown into a well-established advice-based financial practice. Her clients enjoy their long-term relationship with her, and the level of expertise she brings to the practice.

Bill’s practice specializes in building long term relationships with physicians, dentists, and business owners based on trust, integrity, and loyalty as they transition through school to residency, fellowship, and finally into practice.

Joey has dedicated his career to developing long term client relationships by taking a personal holistic approach to financial advising.

Helen is a financial planner with over a decade of experience guiding professionals, couples, families, and business owners toward achieving their financial aspirations.

As a financial advisor and member of North Star’s Medical Division, John Williams specializes in working with physicians, starting as early as Residency/Fellowship.

Nolan helps manage the financial strategies of business owners and professionals as they pursue financial freedom. He enjoys working with individuals who seek an advisor with genuine care and interest in their situation, and who employ a desire to help them with their finances. Using his intention of building a personal relationship with his clients along the way, Nolan provides tailored solutions that help them pursue their financial goals and dreams.

McKenna Stephens is a financial advisor and has been working with North Star since 2004. Her clients extend across the United States, although she is based in the Scottsdale area.

Emily started a joint practice with Ann Wengronowitz to help the next generation of clients and continue to provide ongoing personalized client service.

Alan works with business professionals, attorneys, and medical and healthcare professionals as they pursue their financial goals. Acting as their financial mentor, he helps his clients plan for their future while making a difference in their lives. He brings a unique background and the full resources of the North Star specialist team to make a positive impact on his clients.

Tom has spent his career helping his clients navigate the complexities of the financial planning process to help towards the achievement of their financial objectives.

Fueled by a passion for building lasting relationships and addressing the needs of others, Billy helps educators, entrepreneurs, and small business owners build the financial lives they seek. He uses his prior experience as an educator and the takeaways he gained from his own path to financial security as the basis for his whole financial advising practice.

Austin helps clients efficiently utilize available resources to build, maintain, preserve, and distribute their wealth. He combines the analytical side of planning and investing with the social aspect of creating enjoyable relationships.

Tanner works with medical professionals, business owners, and other individuals who are looking to create logical financial strategies. He focuses on guiding each of his clients towards their financial goals, defining their financial objectives and providing tools that help his clients grow.

Zach is a financial advisor and partner with North Star Resource Group. He runs an office branch located in San Diego and has clients in 19 states nationwide.

Josh became a financial advisor to collaborate with like-minded professionals and empower them to make positive change for their daily lives and financial futures. With a life-long relationship as the goal, Josh’s focus with clients is to identify their needs, clarify their values, and develop a game plan that can grow with them over a lifetime. Together with his team, Josh provides financial education and guidance through every element of his client’s financial strategy.

As a financial professional, I’ve developed a strong conviction to support small business owners in succeeding and supporting their employees.

Ericka Schaefer helps people established in their careers with retirement strategies so they can save for the future without sacrificing a meaningful life now.

Brett typically starts working with physicians while they’re in residency, helping them identify ways to reduce debt and develop savings habits, along with educating them on what to expect as they transition into practice.

As a financial advisor, I specialize in crafting investment plans, managing risk, and developing robust retirement solutions for my clients. I enjoy working with individuals and businesses in the biotechnology and medical industries as I help them simplify their financial decisions. Using my passion for numbers and a drive to help others navigate the complexities of finance, I aim to be my clients’ trusted financial guide.

Kaitlyn is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Working as a financial advisor, Tyler is passionate about working with individuals in every stage for their financial journey. He strives to be an educational resource to his clients as they work to achieve their financial goals and alleviate stress.

By taking a holistic approach to financial planning, Hannah forms tailored recommendations that align with what her clients wish to accomplish.

Craig works primarily with physicians, providing career-specific advice to help overcome unique financial challenges, and also retirees, offering his clients full-service retirement management and a greater understanding of their own goals and needs.

Chris Koppelman serves as the Director of Wealth Management & Planning at North Star Resource Group’s Lone Star Division.

Regardless of where you are on your financial journey, Kristin and her team are here to support you and your values.

Annie is a teacher at heart. Her passion is to empower people by equipping them with the knowledge to make well-informed decisions, take control of their life and enjoy the journey along the way.

Justin is an independent financial planner who believes in building relationships with his clients based on financial education and blunt honesty. His goal with everyone he meets is to reduce their financial stress and help them avoid costly mistakes.

Jack provides comprehensive financial services to physicians, residents and fellows and young families and professionals. During these busy seasons of life, Jack makes it his priority as an advisor to be there for his clients so finances don’t add to this stress.

Jackson provides complete financial plans that avoid being a “one-size-fits-all” solution. Because, the truth is, there is no “one-size-fits-all” life.

Raphael’s financial practice helps athletes, business owners, and their families achieve their financial goals. He combines effective communication strategies with his goal of forming life-long partnerships with his clients to offer a broad range of financial planning solutions.

Based in St. Louis, Glenn provides comprehensive financial services to physicians and medical professionals at various stages in their careers and financial situations. Glenn strives to make his clients’ finances work in the most appropriate and efficient way for their specific situation.

Garrett runs an independent financial practice in which he works primarily with specialty physicians and dentists. Garrett focuses on providing a comprehensive financial service experience to his clients while helping them to grow and protect their wealth.

Jane’s vision for her practice is to provide her clients with a trustworthy and knowledgeable resource, an exceptional client experience, and a sound long-term strategy to reach their financial goals through all-encompassing financial plans.

Tyler is focused on helping business owners, individuals and families create and implement comprehensive financial strategies that are tailored to their specific goals through a personalized, advice-based process.

Temi is a financial advisor in Minneapolis, working to guide individuals, families, businesses, athletes, and more toward personal success.

Matt takes a comprehensive approach when working with clients. No matter what stage they are in life he helps them identify their goals and create a strategy.

I help high-achieving singles and families answer the question, “What’s it all for?”

Because when you know the why driving your spending and investing choices, you can make smarter decisions that set you up for a fulfilling and confident financial future.

Whether you are making a good income but feel like you’re still living paycheck to paycheck, or you have a cash flow surplus but aren’t sure how to wisely invest.

Austin believes financial services should be built on long-term relationships, not a transaction.

When you start a professional relationship with Austin, he makes it his priority to understand you and your situation, including past decisions and future goals.

Michael and his team run an independent comprehensive financial advising practice based out of Scottsdale with a national scope. He works with professionals to establish harmony in their lives through tailoring comprehensive financial plans, while also providing a variety of investment and insurance services.

Driven by a passion for helping others set themselves up for success and stability, Julia works with medical professionals, entrepreneurs, and young professionals as they pursue their financial goals. She uses her prior experience in the financial services industry as well as her honest, straightforward demeanor to help clients build effective financial strategies.

Amanda values community and relationships, acting as a financial ally to her clients. In every meeting, she focuses on listening to her clients, eager to learn about their values, goals, and specific financial challenges.

With a deep-seated dedication to guiding individuals toward financial success, Reed provides comprehensive financial advice.

Dan Dorsey counsels professionals and their families with complex financial issues relating to wealth accumulation and executive compensation.

As a financial professional, Carter understands that life can be filled with unexpected twists, and encourages his clients remain optimistic about their future. Carter strives to be a resource for his community, building a relationship built on trust, and continuously advocating for his clients as he helps them work towards their financial goals and dreams.

Wesley Sharp is a member of the North Star Medical Division and helps physicians manage their finances from residency through retirement.

John works with driven young professionals starting out in the medical and dental fields and related industries.

Morey is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Grace has spent over a decade in wealth management. She is a dedicated financial advisor who is emotionally intelligent about delicate life transitions that can arise during the wealth management process. She prides herself on taking the time to discuss complex concepts clearly. She describes herself as a lifelong learner and encourages academics.

Helping the high achievers focus for their finances in order to create, grow, and preserve true wealth.

Keith works with professionals and business owners from all walks of life, helping them pursue their passions in retirement and design a legacy for the next generation.

Kyle Standafer is a financial advisor based out of San Diego, CA. North Star Resource Group has been around since 1908 and is one of the nation’s oldest and largest privately-held independent financial advising firms with over $12 billion of client assets entrusted to them.

Lukas leverages his unique background to create and manage comprehensive financial strategies for his clients. He enjoys working alongside a wide range of professionals and their families to help them pursue financial freedom. While doing this, he makes it a priority to meet each client right where they’re at and develop goals and plans tailored specifically to their situation.

Tyler combines his passion for relationship building and his skills in finance and investing to help his clients achieve their financial goals.

With a focus on risk management as the foundation for a financial strategy, Jacob specializes in helping his clients to identify the life and disability insurance options that best fit the needs of them and their families.

Cameron works with individuals and families who are excited to gain a better grasp on their financial future and prepare for a confident retirement, a well-funded college education, or a durable investment portfolio.

Marcus prides himself on helping give clients confidence when it comes to their finances and being a competent friend on their side to navigate the world of finance so that they are free to do what their hearts desire.

Michael has a specialty practice working exclusively with physicians and their families. Michael understands the financial challenges that are unique to their chosen career and helps provide strategies to overcome them while striving towards financial independence.

Michelle specializes in consulting with physicians and dentists in regard to their personal and business financial goals and concerns.

Josh strongly believes that developing a financial strategy is a continual process, not an event. He works with clients to create an initial strategy and then meets with them regularly to review their current priorities and track progress.

Clients depend on Mackenzie’s financial planning expertise, strong work ethic, and practical approach, but they also love her enthusiasm. She strives to make financial planning as fun, educational, and painless as possible while giving her clients the benchmarks and insight they need to understand their own financial health.

Andrew is dedicated to assisting motivated professionals, closely-held businesses, families, and those in or near retirement, advising them on wealth creation and wealth preservation.

Laurence J. Altman, CFP®, CLU, CLTC is a founding partner of Fortune Financial, an independent financial services firm in Minnetonka, Minn.

For over 40 years, Larry has provided expertise to business owners, professionals, and executives on their investment and wealth management strategies.

Stephanie Tsang is a partner and has been a financial advisor with North Star since 2006. She serves clients located in the greater Phoenix area, San Diego, Las Vegas, and San Francisco.

Michelle helps members of the Israeli and Jewish communities as they identify and work toward their financial goals. She uses her nearly 20 years of experience as a financial advisor in Israel and her connections to Israeli financial institutions to offer specialized financial planning solutions to members of this group.

Larry provides creative alternatives to help affluent individuals efficiently pursue financial success and live out the retirement they desire.

David provides financial services for individuals, families, and business owners in Grand Rapids, Minn., and surrounding areas.

Regardless of where you are on your financial journey, Naryan and the North Star team are here to support you and your values.

Ha provides attention to detail, client focus, and great empathy to her clients throughout the financial planning process.

Stacey has been providing exemplary service to The Haunty Team clients since 2008. She takes pride in answering client questions and educating them on investment, insurance, and savings strategies to help them more efficiently reach their accumulation goals.

David is a co-founder of Augustine + Johnson and works on a referral-only basis. Visit the Augustine + Johnson website to find out more.

Nolan is a wealth management advisor at Jacobs Financial in St. Cloud, Minn., an independently owned and operated financial services firm. Nolan provides insurance, investment, and retirement solutions for individuals, families, and businesses by using a holistic wealth management approach.

Liz has been serving clients at North Star – Madison since 2004, providing dependable support for individuals and business owners on their path toward financial security.

Joe has earned a reputation for providing comprehensive and dependable financial guidance to individuals, business clients, friends, family and associates on a variety of financial concerns.

Matt recognizes the importance of having a financial advocate and seeks to teach others the benefits of investing.

Blake is a financial advisor with North Star Consultants’ Medical Division working out of the Cincinnati location. He runs an independent financial practice in which he works primarily with specialty physicians and dentists.

Taylor and his team believe in preparing clients to reach their financial goals. They specialize in risk protection strategies, investment management, and personalized financial planning.

Matthew Suarez helps young families and physicians in residency or just starting their practice to navigate the many financial decisions of their 20s and 30s.

Landon Baucom works to provide his clients with an experience that will leave them with a sense of financial security knowing they have someone looking out for their expressed interests.

Bill began his career at the North Star Resource Group in 1977, spending many years on the management team. In 1996 he began to focus solely on his personal clients. He specializes in helping clients create attainable goals and objectives.

Mike is a Senior Financial Advisor and a CERTIFIED FINANCIAL PLANNER^TM who specializes in working with medical professionals, attorneys, families and business owners.

Billy is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Michael manages the financial strategies of his clients to help them reach their financial aspirations. He enjoys working with individuals in veterinary medicine, agriculture producers, and medical professionals as they navigate their route to financial freedom. Using the full resources of the North Star specialist team, he advocates for the best interests of all his clients.

By taking a client-centered approach to financial advising, Matt works with his clients to make high-quality decisions towards their financial dreams.

Jeff is the Past President of North Star’s Medical Division; a team of 50+ advisors dedicated to helping physicians efficiently pursue financial independence. Solid client relationships and technology have allowed Jeff to currently serve clients in over 25 states.

As an independent advisor, Eleanor is not tied to one specific line of products and can instead make recommendations based on your specific needs and goals for your future.

With an office in Woodbury, Minn., Kyle and partner Rich Hanzlik work to provide wealth management and an array of services to their clients.

Kameron is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Enthusiastic and driven to build personal and professional relationships, Colin partners with individuals, families and business owners as they work to reach their financial goals.

Jeff’s goal is to help his clients make sound decisions about the allocations of their financial resources by defining and quantifying financial goals and objectives, and providing access to a wide range of competitive financial products and services.

Linden Henry is a financial advisor based in the Austin office, with his practice focused on helping attorneys reach financial independence nationwide.

Based in Baltimore and Washington, D.C., Kyle works with physicians and their families to accomplish their financial goals.

Darby supports veterinarians and entrepreneurs throughout the U.S. by organizing, streamlining, and guiding them to reach their financial goals.

Andrew specializes in working with medical and dental professionals to help them effectively and efficiently reach their financial goals. Andrew is a CERTIFIED FINANCIAL PLANNER^™ professional and former attorney.

Matt is a financial advisor with North Star’s Medical Division, serving his clients virtually throughout the United States.

Payton is a financial advisor at North Star’s Austin office. He chose this path because he recognized the profound impact he could have on people’s lives through tailored financial guidance. With a passion for helping others, Payton believes that many individuals are not aware of the areas where they need support and that through simple, effective strategies, they can transform their financial future.

Marshall Gifford is a founder of Gifford Financial and a senior partner at North Star Resource Group, where he helped create the North Star Medical Division. He specializes in consulting with physicians and dentists in regard to their personal and business financial goals and concerns.

Crissi creates financial strategies that help clients pursue their financial goals and dreams. She works with individuals who are eager to learn about their finances and value honesty and transparency from their financial advisor. She uses her natural ability to connect with others and her desire to educate her clients as the foundation for her entire advising practice.

As a financial advisor based at Fortune Financial in Minnetonka, Minn., Zach helps young, motivated professionals in the Greater Twin Cities develop and maintain sound financial strategies based on their individual circumstances.

Jim is the founder of Jacobs Financial, an independently owned and operated financial services business in St. Cloud, Minnesota.

Ali N. Rizvi serves as a Senior Partner at North Star Resource Group – Scottsdale and has been with the firm since 1997. Using the Valley of the Sun as the base of his practice, Ali consults with specialty Physicians and Surgeons across the United States.

Max’s main goal is to have a positive effect on his community in the Twin Cities and in his home state of Michigan. He does this one individual and family at a time, helping people take control of their financial life, plan for their future, and pursue economic freedom and security.

Jenna works with physicians, dentists, and other medical professionals to help them overcome the financial challenges that are unique to their chosen careers.

Specializing in working with physicians and dentists, Josh’s goal is to develop trust early on with his clients to lay the groundwork for a lifelong relationship.

Dennis is in the financial services and benefit plan business. He helps by providing strategic solutions to the concerns of individuals, professionals, and business owners.

Scott Gislason is a financial advisor representing North Star Resource Group – an independent financial services firm headquartered in Minneapolis with satellite offices across the country.

Chris creates and manages comprehensive financial plans to help clients pursue their financial goals with purpose. He enjoys working with clients who want to know more about their financial situation and are interested in a life-long relationship with their financial advisor. He combines a strong desire to help his clients pursue their financial potential with a passion for his work to build financial strategies that are flexible to the changing lives of his clients.

Ryan H. Anderson, CFP^®, is a financial advisor with Fortune Financial in Minnetonka, Minn. Fortune Financial is an independent financial services firm founded in 1997.

Clark joined North Star in the fall of 2024, bringing with him a passion for helping people achieve not just financial stability but their long-term dreams. Before making the switch to financial planning, he interned at a consulting firm where he worked closely with corporate clients. However, Clark soon realized he wanted a more personal touch in his career—one that allowed him to build meaningful relationships and make a direct impact on people’s lives.

With this life-long relationship as the goal, Zach focus with client is to identify their needs, clarify their values, and develop that can grow with them over a lifetime.

Noah creates financial plans that help clients across the nation reach their financial goals. He enjoys working with a wide variety of individuals who are eager to take control and improve their financial situation. He builds on his background in property and casualty insurance by expanding to a holistic approach to financial planning with his clients.

Matt understands the importance strong financial strategies have on an individual and family. As a father of two, Matt is passionate about helping his clients feel comfortable and confident with their financial decisions.

Silas is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Reid works with young professionals, helping them realize their goals by brainstorming and dreaming about the future they hope for themselves and their loved ones.

Regardless of where you are on your financial journey, Amanda and the Moxie team are here to support you and your values.

Souad prides herself on exhibiting a deep commitment to helping her clients grow and secure their lives financially. Her dedication to empowering others is evident in the lasting relationships she has built and the positive impact she has made on the lives of those she serves.

Steve’s goal is to help his clients make quality decisions about the allocation of their financial resources by defining and qualifying financial goals and objectives, along with providing access to a wide range of competitive financial products and services.

Established in 1992, Anthony is an industry expert with a practice specializing in the development of financial strategies for medical and business professionals and their families.

Shaun has specialized in assisting physicians and their families since 1990, and his guidance has been critical in helping thousands of physicians overcome the financial challenges unique to their career.

As a financial advisor, Devon believes in building long-term relationships with individuals who are genuinely motivated to learn more about and improve their financial life.

Toney started her practice in Texas in 2015 and became based in California when she expanded it nationwide in 2018. Since expanding, she intentionally focused on fee-based financial planning where she upholds the fiduciary standard and works with her clients in the six areas of financial planning.

Brooks works with young professionals in the business and medical fields as they pursue their financial objectives. Using his desire to help his clients understand their financial situation and backed by the full resources of the North Star specialist team, he creates financial strategies designed to get them where they want to be when they want to be.

Neil provides customized and comprehensive financial plans for couples and individuals of all ages. A self-proclaimed soft-spoken introvert, he prioritizes active listening and empathy as he seeks to genuinely understand his clients before engaging in a discussion or recommendations.

Andrew is a Senior Associate and has been with North Star Resource Group since 1995.

Dave started in the financial industry in 1998 and is dedicated to serving the specific needs of soon-to-be-retired and retired investors throughout the Upper Midwest. He is a CERTIFIED FINANCIAL PLANNER^™, or CFP^®, practitioner firmly focused on his client’s financial well-being and believes this strengthens successful long-term client relationships.

Michael helps high-achieving professionals organize their list of financial priorities into one comprehensive plan. Then, he and his team make sure the elements of the plan happen promptly, efficiently, and with as little legwork from you as possible.

When you work with Cal, you receive a lifelong ally who is committed to listening to you, researching your options, weighing tried and true methods with the latest strategies, and finally, empowering you to make a decision that supports your overall wellbeing.

Craig Walters is committed to the direction, leadership and support required to help his clients achieve their retirement and legacy goals.

Working primarily with young medical professionals, Peter aims to educate and provide helpful, simple-to-understand guidance on everything from risk and debt management to retirement planning.

Since 2004, Patrick has specialized in providing advice-based guidance to help people purse financial success. He supports clients in making personal decisions about the allocation of their financial resources by defining and quantifying financial goals and objectives, and providing access to a wide range of financial solutions and services.

James Jaderborg specializes in working with business owners, physicians, and medical professionals to help them overcome financial challenges unique to their careers.

Scott is a co-founder of Augustine + Johnson, a division of North Star Resource Group.

Adam Amys is a financial advisor based in Minneapolis. He helps nurses and young professionals use asset protection and wealth management strategies to ease financial stress and gain financial independence.

Ross helps physicians and dentists overcome financial challenges unique to their careers. He seeks to not only provide a personalized financial strategy but also to have his clients fully understand it.

Erik is a CERTIFIED FINANCIAL PLANNER^™ practitioner who graduated from Indiana University in 2002 and joined North Star Resource Group in 2003 as a financial consultant.

Robert runs an independent, nationwide practice that utilizes the benefits of technology while also maintaining the importance of face-to-face trust.

Karen has advocated for business owners in construction, manufacturing, professional services, and technology for several decades. She focuses on relationship-based, comprehensive financial planning strategies for closely-held middle-market business and family clients.

Grant’s mission is to be an essential resource for his clients, helping them organize their investment and insurance solutions to live a comfortable and confident life now and into retirement.

Doug Weisenberger is a Senior Partner with North Star Resource Group in Madison, Wisconsin. For over 35 years he has helped families define and prioritize their goals for the future and then align their finances in support of them.

Damon focuses on helping physicians, dentists, attorneys, business owners, and executives reach financial independence.

Brian works out of the Madison office and specializes in working with physicians and other medical professionals.

Logan became an advisor to be that guide for his clients, helping them create a life they love using financial strategies designed for them.

Jeremy collaborates with ambitious young professionals to identify their goals, prioritize steps needed to reach those goals, and address opportunities and challenges as they occur.

As a CFP^® professional, Nathan believes in comprehensive, holistic fee-based financial planning. Every client’s unique goals require a custom, independent financial plan.

As a Senior Partner in the Madison, Wisconsin office of North Star Resource Group, Tom Haunty’s practice is focused on fee-based financial planning, business benefit planning, and financial services for attorneys.

Eleazar is a 15-year financial professional born and raised in Milwaukee. He brings an array of knowledge and experience to the table from banking, life insurance, and retirement strategies. He has done this by way of financial literacy workshops and providing tools and resources to guide his clients to build safe and secure futures.

P.Q. entered the financial services industry in January 1985. Working with some leading global financial conglomerates, he has acquired multinational and multicultural market experience in banking products and services, business planning strategies, financial and estate planning strategies, investment advisory, and wealth management.

Jon works with several hundred physicians starting as early as their final year of medical school, through residency and fellowship, in practice, and through retirement.

Mike found a passion in positively impacting my clients’ lives by helping guide them past the financial hurdles they face throughout life.

Mikaela Doe is a financial advisor based in North Star’s San Diego office. Mikaela works largely with medical and engineering professionals, focusing on providing individuals and families with the tools they need to become financially secure and pass good habits on to the next generation.

Kelly has built a practice working primarily with medical professionals and is passionate about conveying the importance of financial education and accountability to her clients.

Davin, licensed in insurances and securities registered, will guide you through a coordinated strategy illuminating choices along the way. His goal is for you to walk away with not just an answer, but a new perspective on what it means to be financially healthy. He believes financial health means you have retained control of your choices.

Dave is effectively supported by a team of professional administrative and investment product specialists assisting him in maintaining long-term relationships with his current and growing client base while providing excellent customer service.

Joe helps high-level executives and business owners create an intentional life path and a meaningful legacy.

As your financial advisor, I serve as a counselor, coach, and project manager, pulling together every piece of your financial picture to help you get to where you want to be, when you want to be.

Carol is a financial advisor at North Star Resource Group, a financial services firm with roots tracing back to 1908. North Star connects financial professionals with individuals and families to ensure their financial security and well-being for years to come.

Erik is a member of North Star’s Medical Division, a team dedicated to helping physicians and dentists efficiently pursue financial independence. He has developed a national financial services practice, primarily working with clients in Minneapolis, Atlanta, Chicago and the Pacific Northwest.

Todd has been a Financial Advisor with North Star Resource Group since 1987. While his office is in Madison, he maintains a national practice with clients in 45 states.

Garret focuses on helping his clients develop and maintain a sound financial strategy, while also integrating the appropriate risk management and investing strategies. Working primarily with individuals in Minnesota and Florida, Garret works with young professionals across a variety of industries, including physicians, veterinarians, and lawyers.

By digging deeper into their “why”, Holly uses solid financial strategies to guide clients towards a feasible pathway to reach for their dreams rather than just scraping by.

Regardless of where you are on your financial journey, Joe and the North Star team are here to support you and your values.

Regardless of where you are on your financial journey, David and his team are here to support you and your values.

When you work with Karsten, you receive a financial ally committed to understanding your unique financial goals. He listens to your individuals needs and situations to develop financial strategies and recommendations that fit your financial life. Karsten understands the need for financial literacy and works to ensure that you feel confident and informed with your financial situation.

Blake’s financial practice works with small business owners and their families as they pursue their financial priorities. By leveraging his desire to develop generational financial planning relationships and his ability to make complex financial topics approachable, he assists clients with a wide range of financial services.

Scott joined the North Star Houston team in 2016. He provides holistic financial solutions for individuals, families, and businesses to help them find a sense of security and hope in their financial lives.

As a financial advisor, Kyle’s mission is to help you identify what matters most to you and create a strategy of small, significant steps to get there.

Jeff works one-on-one with clients, specializing in retirement distribution and wealth management. Preparing for and navigating retirement can be complex. Jeff enjoys helping people focus on what really matters to them in life, and then he works with them to develop a portfolio capable of supporting their goals

Laura began working as a financial advisor in 2010, and in less than 10 years, she established an award-winning practice dedicated to helping clients achieve their goals.

Jim helps medical professionals, business owners, and executives reach financial success on their terms, built on their values and goals.

David provides fee-based financial planning to professionals and closely held corporations. This includes, but is not limited to, individual financial plans, business plans, and investment advisory accounts.

Max creates and manages custom financial plans that maximize the potential of each of his client’s financial situations. He enjoys working with individuals who want to learn more about their finances and specializes with those in the medical and dental fields. Max serves as a financial coach to help align his clients’ goals with their money while using proven strategies to improve their financial picture.

Dr. Jinit Patel is an Emergency Medicine Physician and Financial Advisor who combines his medical background with his ongoing pursuit of knowledge in the financial services field. He provides clients with comprehensive guidance on financial wellness, utilizing innovative strategies to help them achieve their long-term goals.

Brad began his career at North Star and Securian in 1998 and has dedicated his career to assisting individuals, families, and businesses with financial planning advice and private wealth management.

Mark Miller is a financial planner who has spent the entirety of his career with North Star Resource Group since graduating from Baylor University. Mark specializes in working with physicians, dentists, and business owners across the country.

Since 2003, Bobby has helped business owners, professionals, and executives to define their financial goals and then map out a strategy to achieve success.

Over the past 20 years, Jim has specialized in providing solutions to help people efficiently pursue financial success. Jim’s goal is to help his clients make quality decisions about the allocations of their financial resources.

Sydney builds comprehensive financial plans to help assist her clients with reaching their financial goals on their timeline. She enjoys working with individuals who are interested in learning alongside Sydney and who want to grow their financial potential over time. She applies a sense of passion and a desire to give back to her clients with every relationship that she fosters with them through her work.

Eric works primarily with physicians and based on his extensive experience, he’s established himself as a financial expert.

Aaron provides insurance, investment, and retirement solutions for individuals, families, and businesses. He uses these solutions to provide individualized financial solutions for his clients.

Julie Teplis has been working with individuals and businesses in the area since 1976, with a focus on employee benefits.

Angela provides comprehensive, tailored financial plans as a foundation for her clients. She primarily works with individuals in the medical field, law professionals, and pre-retirees with a focus on comprehensive planning. This comprehensive planning that she applies includes all facets involving investments, taxes, risk management, wealth management, and more.

Rich works with clients toward achieving financial security and independence by developing solid investing programs to help meet their long and short term financial goals.

David is a registered representative of North Star working out of Fort Myers, Florida.

Zach’s financial practice helps young professionals in the medical field as they pursue their financial goals and desires. Using his goal of establishing trust early on in the process, his honest, upfront approach, and his prior exposure to medical field professionals, he offers a wide range of financial services for each of his clients.

Since 1983, Gaylen has specialized in providing financial alternatives to help people pursue financial success. He helps clients make high-quality decisions about the allocation of their financial resources by defining and quantifying financial goals and objectives, and providing access to a wide range of competitive financial products and services.

Joseph Rinaldo brings a strong moral and service orientation to his interactions with clients. For over 30 years, he has provided financial direction to corporations, professionals, and families from diverse backgrounds.

David’s goal is to help guide clients through the levels of financial planning so they may accomplish what is most important to them while establishing a financial plan as early on in their careers as possible.

Dan delivers client-centered financial guidance, instruments, and follow-up that are consistent with quality recommendations aimed at effectively meeting client needs.