Annie assists physicians and their families with the necessary steps to achieve financial independence. She has been a registered Financial Advisor with North Star Resource Group since the Portland, Oregon branch was originally opened. She works within North Star’s Medical Division and dedicates her time to helping her client’s achieve their financial goals. Through a proactive and educational process, Annie is devoted to positively impacting the lives of her clients and empowering them to make informed decisions involving their financial future. As an independent Financial Advisor, she has access to a wide range of competitive financial services including:

• Asset Protection
• Basic Contract Review¹
• Debt Management
• Tax Minimization¹
• Insurance Strategies
• Retirement Strategies
• Estate Planning
• College Funding
• Exit Strategy
• Practice Management

¹Specific tax consequences should be verified by your tax advisor.

Annie is a graduate from the University of Oregon with a Bachelors Degree in Business. She is FINRA Series 7 Registered, FINRA Series 66 Registered, Life, Health and Annuity Licensed. She is also an Oregon member of the National Association of Insurance and Financial Advisor. Annie is currently studying to obtain her Chartered Financial Consultant (ChFC) designation and has acquired her Certification of Long Term Care Planning (CLTC). Annie is in the process of co-writing a book, “Real Life Financial Planning for Women” with fellow Financial Advisor, Todd Bramson, CFP^®. In addition, she works closely with Senior Associate, Shaun McDuffee, CLU, ChFC, AEP, within the Northwest Medical Division. Annie enjoys community service projects such as co-sponsoring KidCare events in Portland. Please contact Annie if you are interested in a complimentary consultation.

North Star Resource Group
5100 Macadam Avenue
Suite 200
Portland, OR 97239

North Star Consultants, Inc.
Insurance Products & Services

CRI Securities, LLC
Securities & Investments

Securian Financial Services, Inc.
Variable Products & Securities

North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc., Members FINRA/SIPC. 2701 University Ave. S.E., Minneapolis, MN 55414, 612-617-6000. CRI Securities, LLC is affiliated with Securian Financial Services, Inc.

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