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Matthew S. VestFinancial Advisor
Phone: (512) 610-1827 Matt is a member of North Star Consultants of Texas Medical Division based in Austin, Texas. He works specifically in developing meaningful, long-term, trust-based relationships with physicians and pharmacists concerned about wealth creation, preservation and distribution. Dedicated to educating his clients, Matt helps physicians and pharmacists overcome the unique challenges of their career including: • Asset Protection1 • Tax Efficient Investing1 • Risk Management • Debt Elimination • College Funding • Basic Employee Benefits Review • Tax Minimization1 • Retirement • Exit Strategies Matt attended Southwestern University in Georgetown, Texas; renowned for its personal, liberal arts education with small class sizes and rigorous curriculum. He graduated with a degree in Economics and a minor in Spanish. Matt is FINRA Series 7 and 63 registered, Life and Health licensed, and Variable Life and Annuity licensed. Matt is on the board of the Southwestern Alumni Association (Austin Chapter), which aims to increase exposure to Southwestern University and aids in fundraising efforts throughout the Austin/Georgetown area. Matt currently resides in Austin, Texas. He enjoys hiking, camping, fishing, and reading, along with spending time with his friends and family. 1Matthew does not provide specific tax or legal advice. Please consult with a tax and/or legal professional for specific advice.
North Star Consultants of Texas 2801 Via Fortuna, Suite 450 North Star Consultants, Inc. CRI Securities, LLC Securian Financial Services, Inc. Securities and investment advisory services offered through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with North Star Consultants, Inc., North Star Consultants Texas, Inc. and Securian Financial Services, Inc. Securian Financial Services, Inc. operates under separate ownership from North Star Consultants, Inc. and North Star Consultants Texas, Inc. North Star Consultants Texas, Inc., doing business as North Star Consultants of Texas in the state of Texas. 347611/07-11 |
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North Star Resource Group and its affiliate(s) CRI Securities, LLC are independently owned and operated, and offers its own suite of products and services entirely independent of Securian. Certain individuals associated with North Star Resource Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian") and CRI Securities, LLC, registered broker-dealers and investment advisors, member FINRA/SIPC. Individuals registered with Securian and CRI Securities, LLC are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian and CRI Securities, LLC. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with North Star Resource Group are registered with Securian and CRI Securities, LLC, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian and CRI Securities, LLC’s behalf, please contact Securian at 1-800-820-4205.
North Star Resource Group, 2701 University Ave. S.E., Minneapolis, MN, 55414 612-617-6000 |
